Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $213,416 |
ABM CONSULTING, LLC9 years Filed as: ABM JANITORIAL SERVICES Service code 49 650 WARRENVILLE RD, SUITE 550 · LISLE, IL 60532 | Other Services | $169,463 |
THE SEGAL COMPANY8 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $123,249 |
STATE STREET GLOBAL ADVISORS9 years Service code 19 · EIN 04-1867445 | Securities Custodian | $121,436 |
TERRY SCHMIDT LLC9 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $120,944 |
BRIAN FREEMAN10+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $103,162 |
ASB CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0618452 | Investment Management | $98,508 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 80-0169636 | Investment Management | $92,210 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $79,352 |
MATTHEW COLLINS1 year Filed as: MATTHEW BANKS Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $75,329 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.66% | 10.08%-1.4pp | 8.99%-0.3pp | 8.88%-0.2pp |
| Employer contribution / active EE | $30,516 | $15,398+98.2% | $25,171+21.2% | $15,934+91.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |