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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 27 · EIN 13-3200244 | Advisory (Plan) | $194,567 |
ABM CONSULTING, LLC8 years Filed as: ABM JANITORIAL SERVICES Service code 49 650 WARRENVILLE RD, SUITE 550 · LISLE, IL 60532 | Other Services | $168,596 |
TERRY SCHMIDT LLC8 years Filed as: TERRY MUSTO Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $121,662 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $115,440 |
STATE STREET GLOBAL ADVISORS8 years Service code 19 · EIN 04-1867445 | Securities Custodian | $105,712 |
BRIAN FREEMAN9+ years Filed as: BRIAN BENSON Service code 30 28600 BELLA VISTA PKWAY · WARRENVILLE, IL 60555 | Employee (plan) | $103,571 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $82,299 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 80-0169636 | Investment Management | $79,287 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 51 900 SALEM STREET OT2N1 · SMITHFIELD, RI 02917 | Investment Mgmt Fees | $78,521 |
Service code 99 · EIN 52-1796473 | Other Fees | $60,443 |
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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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.35% | 10.33%+3.0pp | 8.10%+5.3pp | 9.30%+4.0pp |
| Employer contribution / active EE | $31,566 | $14,972+110.8% | $28,649+10.2% | $12,551+151.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |