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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 700 E. BUTTERFIELD ROAD · SUITE, IL 60148 | Advisory (Plan) | $217,436 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 1800 · CHICAGO, IL 60606 | Actuarial | $146,446 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 · EIN 84-3937993 | Investment Management | $130,754 |
GROUP ADMINISTRATORS, LTD.9 years Service code 13 · EIN 36-3381052 | Contract Administrator | $111,664 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $76,497 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $60,692 |
Filed as: BAUM AND SIGMAN Service code 29 · EIN 36-2744057 | Legal | $26,244 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.75% | 8.62%+0.1pp | 8.99%-0.2pp | 10.52%-1.8pp |
| Employer contribution / active EE | $19,043 | $14,400+32.2% | $25,171-24.3% | $15,140+25.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |