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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 550 W WASHINGTON BLVD, SUITE 990 · CHICAGO, IL 60661 | Advisory (Plan) | $211,628 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $138,048 |
AMERICAN REALTY ADVISORS2+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $97,464 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $57,429 |
Service code 13 · EIN 36-3381052 | Contract Administrator | $48,538 |
Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $37,741 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $32,569 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 10.72% | 13.03%-2.3pp | 10.36%+0.4pp | 23.90%-13.2pp |
| Employer contribution / active EE | $9,957 | $15,779-36.9% | $37,738-73.6% | $16,539-39.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |