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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $157,760 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $154,223 |
TERRY SCHMIDT LLC4 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $106,622 |
ABM CONSULTING, LLC4 years Filed as: ABM JANITORIAL SERVICES Service code 49 650 WARRENVILLE RD, SUITE 550 · LISLE, IL 60532 | Other Services | $88,257 |
BRIAN FREEMAN5+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $87,505 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $85,788 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $80,896 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $79,351 |
STATE STREET GLOBAL ADVISORS4 years Service code 19 · EIN 04-1867445 | Securities Custodian | $69,583 |
ARNOLD & KADJAN5+ years Service code 29 · EIN 36-2498571 | Legal | $61,857 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 3.14% | 6.82%-3.7pp | 8.01%-4.9pp | 12.86%-9.7pp |
| Employer contribution / active EE | $25,587 | $12,695+101.5% | $29,476-13.2% | $13,687+86.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |