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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD, SUITE 990 · CHICAGO, IL 60661 | Advisory (Plan) | $208,734 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $119,722 |
AMERICAN REALTY ADVISORS1+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $95,505 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 3333 N MAYFAIR ROAD, SUITE 201 · WAUWATOSA, WI 53222 | Contract Administrator | $92,707 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $50,079 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $49,012 |
Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $22,407 |
LEGACY PROFESSIONALS LLP1+ years Filed as: LEGACY PROFESSIONALS Service code 10 311 S WACKER DR · CHICAGO, IL 60606 | Accounting | $9,417 |
EVOY, KAMSCHULTE, JACOBS & CO1+ years Filed as: EVOY KAMSCHULTE JACOBS & CO LLP Service code 10 · EIN 36-2769783 2122 YEOMAN ST · WAUKEGAN, IL 60087 | Accounting | $9,400 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 4 OVERLOOK POINT · LINCOLNSHIRE, IL 600694302 | Actuarial | $6,481 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.83% | 5.13%-6.0pp | 4.74%-5.6pp | 7.18%-8.0pp |
| Employer contribution / active EE | $8,796 | $14,689-40.1% | $36,089-75.6% | $13,095-32.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |