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| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $144,101 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $126,075 |
TERRY SCHMIDT LLC6 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $109,605 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 80-0169636 | Investment Management | $100,567 |
ABM CONSULTING, LLC6 years Filed as: ABM JANITORIAL SERVICES Service code 49 650 WARRENVILLE RD, SUITE 550 · LISLE, IL 60532 | Other Services | $99,229 |
BRIAN FREEMAN7+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $93,886 |
STATE STREET GLOBAL ADVISORS6 years Service code 19 · EIN 04-1867445 | Securities Custodian | $91,986 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $81,773 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $80,709 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $50,001 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -1.78% | -7.95%+6.2pp | -5.85%+4.1pp | 23.41%-25.2pp |
| Employer contribution / active EE | $29,161 | $13,972+108.7% | $31,839-8.4% | $12,650+130.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |