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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,547,755 |
FOX VALLEY LABORERS WELFARE FUND5+ years Service code 14 · EIN 36-6219639 2400 BIG TIMBER RD. BLDG B, STE 206 · ELGIN, IL 60124 | Plan Administrator | $353,685 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $122,781 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $91,816 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $74,124 |
ISSI5+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $59,904 |
DOWD, BLOCH & BENNETT5+ years Filed as: DOWD BLOCH BENNET CERVONE AUERBACH Service code 29 · EIN 36-3371377 8 SOUTH MICHIGAN AVE, 19TH FLOOR · CHICAGO, IL 60603 | Legal | $48,440 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $37,741 |
ALLEGRA COAL CITY5+ years Service code 36 · EIN 32-0447805 273 S BROADWAY ST. · COAL CITY, IL 60416 | Copying and duplicating | $7,850 |
IKON SOFTWARE INC.5+ years Service code 16 · EIN 36-4329379 415 W. GOLF ROAD, STE 27 · ARLINGTON HEIGHTS, IL 60005 | Consulting | $7,690 |
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 1.33% | 9.48%-8.2pp | 9.52%-8.2pp | 12.86%-11.5pp |
| Employer contribution / active EE | $19,725 | $12,808+54.0% | $41,951-53.0% | $13,687+44.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |