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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $190,981 |
DEARBORN PARTNERS4+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $113,269 |
TERRY SCHMIDT LLC3 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $104,657 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $92,705 |
BRIAN FREEMAN4+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $85,807 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $76,849 |
STATE STREET GLOBAL ADVISORS3 years Service code 19 · EIN 04-1867445 | Securities Custodian | $73,787 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $65,704 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $61,760 |
ULLICO4+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $61,354 |
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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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 1.39% | 14.29%-12.9pp | 14.64%-13.2pp | 21.83%-20.4pp |
| Employer contribution / active EE | $24,309 | $12,083+101.2% | $41,831-41.9% | $12,237+98.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |