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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Service code 26 525 W. MONROE ST. 560 · CHICAGO, IL 60661 | Advisory (Participants) | $105,000 |
Filed as: PRUDENTIAL (JENNISON ASSOCIATES) Service code 27 · EIN 23-6994310 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $90,628 |
ALPS ADVISORS, INC.1 year Filed as: SS&C ALPS Service code 28 80 LAMBERTON ROAD · WINDSOR, CT 06095 | Investment Management | $88,649 |
KOVITZ INVESTMENT GROUP3 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 27 · EIN 47-5657416 115 S. LASALLE ST, FL 27 · CHICAGO, IL 60603 | Advisory (Plan) | $78,515 |
TIC INTERNATIONAL CORPORATION6+ years Service code 12 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Claims processing; Contract Administr... | $64,599 |
DOLAN MCENIRY CAPITAL MANAGEMENT6+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 27 · EIN 36-4169967 120 N. LASALLE 1510 · CHICAGO, IL 60602 | Advisory (Plan) | $59,872 |
GREENBURG TRAURIG, LLP6+ years Service code 29 · EIN 13-3613083 77 W. WACKER DR. 3100 · CHICAGO, IL 60601 | Legal | $44,911 |
TRICON XI B LP6+ years Filed as: TRICON HOUSING PATNERS US II BLP Service code 28 · EIN 46-3560265 | Investment Management | $41,713 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST.610 · CARMEL, IN 460324529 | Actuarial | $35,600 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 515 S. FLOWER ST. 49TH FL · LOS ANGELES, CA 90071 | Investment Management | $33,882 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 11.94% | 6.41%+5.5pp | 8.01%+3.9pp | 11.45%+0.5pp |
| Employer contribution / active EE | $19,870 | $11,592+71.4% | $29,475-32.6% | $17,219+15.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |