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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Service code 27 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Plan) | $100,000 |
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $95,409 |
DOLAN MCENIRY CAPITAL MANAGEMENT4+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $72,144 |
TRICON XI B LP4+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $69,639 |
TIC INTERNATIONAL CORPORATION4+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator; Claims proces... | $64,202 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 115 S. LASALLE ST, FL 27 · CHICAGO, IL 60603 | Advisory (Plan) | $54,320 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 515 S. FLOWER ST. 49TH FL · LOS ANGELES, CA 90071 | Investment Management | $34,260 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.610 · CARMEL, IN 460324529 | Actuarial | $27,778 |
GREENBURG TRAURIG, LLP4+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $22,953 |
ERIC J. FERNANDEZ & CO.4+ years Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE. 1000 · WEST DUNDEE, IL 60118 | Accounting | $20,901 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.92% | 4.25%-9.2pp | -752.26%+747.3pp | 0.19%-5.1pp |
| Employer contribution / active EE | $18,004 | $11,906+51.2% | $31,802-43.4% | $13,763+30.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |