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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS6+ years Filed as: SEI TRUST COMPANY Service code 21 · EIN 06-1271230 ONE FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Bank Trustee | $1,818,257 |
FOX VALLEY LABORERS WELFARE FUND6+ years Service code 14 · EIN 36-6219639 2371 BOWES ROAD, STE 500 · ELGIN, IL 60123 | Plan Administrator | $315,462 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 5005 ROCKSIDE ROAD, SUITE 600 · INDEPENDENCE, OH 44131 | Actuarial | $152,548 |
Service code 29 · EIN 36-2744057 200 EST ADAMS STREET, STE 2200 · CHICAGO, IL 60606 | Legal | $64,818 |
ISSI6+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS, SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $62,510 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 W MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $58,917 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 50 S. LASALLE STREET · CHICAGO, IL 60690 | Securities Custodian | $38,705 |
DOWD, BLOCH & BENNETT6+ years Filed as: DOWD BLOCH BENNET CERVONE AUERBACH Service code 29 · EIN 36-3371377 8 SOUTH MICHIGAN AVE, 19TH FLOOR · CHICAGO, IL 60603 | Legal | $16,930 |
IKON SOFTWARE INC.6+ years Service code 16 · EIN 36-4329379 415 W. GOLF ROAD, STE 27 · ARLINGTON HEIGHTS, IL 60005 | Consulting | $10,824 |
ALLEGRA COAL CITY6+ years Service code 36 · EIN 32-0447805 273 S BROADWAY ST. · COAL CITY, IL 60416 | Copying and duplicating | $8,895 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 28.82% | 19.37%+9.5pp | 11.08%+17.7pp | 15.63%+13.2pp |
| Employer contribution / active EE | $21,418 | $13,107+63.4% | $28,418-24.6% | $11,476+86.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |