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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 11 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $1,201,410 |
FOX VALLEY LABORERS WELFARE FUND1+ years Service code 14 · EIN 36-6219639 2400 BIG TIMBER RD. BLDG B, STE 206 · ELGIN, IL 60124 | Plan Administrator | $325,289 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $128,342 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $71,642 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST.,STE 300 · CHICAGO, IL 60661 | Accounting | $60,956 |
ISSI1+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $46,900 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $38,393 |
DOWD, BLOCH & BENNETT1+ years Filed as: DOWD BLOCH BENNET CERVONE AUERBACH Service code 29 · EIN 36-3371377 8 SOUTH MICHIGAN AVE, 19TH FLOOR · CHICAGO, IL 60603 | Legal | $28,646 |
ALLEGRA COAL CITY1+ years Service code 36 · EIN 32-0447805 273 S BROADWAY ST. · COAL CITY, IL 60416 | Copying and duplicating | $6,988 |
IKON SOFTWARE INC.1+ years Service code 16 · EIN 36-4329379 415 W. GOLF ROAD, STE 27 · ARLINGTON HEIGHTS, IL 60005 | Consulting | $6,644 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -2.68% | 6.13%-8.8pp | 4.74%-7.4pp | 9.19%-11.9pp |
| Employer contribution / active EE | $14,949 | $10,206+46.5% | $36,089-58.6% | $12,608+18.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |