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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 11 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Actuarial | $1,204,259 |
FOX VALLEY LABORERS WELFARE FUND2+ years Service code 14 · EIN 36-6219639 2400 BIG TIMBER RD. BLDG B, STE 206 · ELGIN, IL 60124 | Plan Administrator | $300,544 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $137,199 |
DOWD, BLOCH & BENNETT2+ years Filed as: DOWD BLOCH BENNET CERVONE AUERBACH Service code 29 · EIN 36-3371377 8 SOUTH MICHIGAN AVE, 19TH FLOOR · CHICAGO, IL 60603 | Legal | $112,077 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $65,834 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $60,420 |
ISSI2+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $43,953 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $36,986 |
ALLEGRA COAL CITY2+ years Service code 36 · EIN 32-0447805 273 S BROADWAY ST. · COAL CITY, IL 60416 | Copying and duplicating | $21,889 |
PARADIGM INSURANCE GROUP, LLC2+ years Service code 53 · EIN 46-4726735 1010 JORIE BLVD, STE 248 · OAK BROOK, IL 60523 | Insurance Commissions | $6,175 |
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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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.70% | 12.92%-0.2pp | 10.36%+2.3pp | 17.84%-5.1pp |
| Employer contribution / active EE | $16,546 | $14,070+17.6% | $37,738-56.2% | $14,688+12.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |