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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,407,125 |
FOX VALLEY LABORERS WELFARE FUND3+ years Service code 14 · EIN 36-6219639 2400 BIG TIMBER RD. BLDG B, STE 206 · ELGIN, IL 60124 | Plan Administrator | $384,264 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $129,580 |
DOWD, BLOCH & BENNETT3+ years Filed as: DOWD BLOCH BENNET CERVONE AUERBACH Service code 29 · EIN 36-3371377 8 SOUTH MICHIGAN AVE, 19TH FLOOR · CHICAGO, IL 60603 | Legal | $90,845 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $65,843 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $57,095 |
ISSI3+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $53,055 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $37,083 |
ALLEGRA COAL CITY3+ years Service code 36 · EIN 32-0447805 273 S BROADWAY ST. · COAL CITY, IL 60416 | Copying and duplicating | $10,497 |
IKON SOFTWARE INC.3+ years Service code 16 · EIN 36-4329379 415 W. GOLF ROAD, STE 27 · ARLINGTON HEIGHTS, IL 60005 | Consulting | $7,949 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 8.15% | -0.94%+9.1pp | -2.18%+10.3pp | 33.37%-25.2pp |
| Employer contribution / active EE | $18,485 | $12,464+48.3% | $38,751-52.3% | $11,253+64.3% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |