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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) | $249,271 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $133,921 |
GROUP ADMINISTRATORS, LTD.8 years Service code 13 · EIN 36-3381052 | Contract Administrator | $112,033 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $99,713 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $61,277 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $54,520 |
Filed as: BAUM AND SIGMAN Service code 29 · EIN 36-2744057 | Legal | $13,625 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.88% | 11.08%+2.8pp | 8.10%+5.8pp | 8.76%+5.1pp |
| Employer contribution / active EE | $18,502 | $13,910+33.0% | $28,649-35.4% | $16,664+11.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |