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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $147,154 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $135,213 |
TERRY SCHMIDT LLC5 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $107,880 |
NATIONAL INVESTMENT SERVICES6+ years Service code 28 · EIN 80-0169636 | Investment Management | $97,063 |
BRIAN FREEMAN6+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $91,049 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $78,368 |
STATE STREET GLOBAL ADVISORS5 years Service code 19 · EIN 04-1867445 | Securities Custodian | $75,048 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $73,080 |
ABM CONSULTING, LLC5 years Filed as: ABM JANITORIAL SERVICES Service code 49 650 WARRENVILLE RD, SUITE 550 · LISLE, IL 60532 | Other Services | $66,029 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $48,415 |
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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 | 25.23% | 19.37%+5.9pp | 11.08%+14.1pp | 15.63%+9.6pp |
| Employer contribution / active EE | $27,371 | $13,107+108.8% | $28,418-3.7% | $11,476+138.5% |
| 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% |