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| Provider | Service type | Compensation |
|---|---|---|
SECURITY PROGRAMS INC2+ years Filed as: SECURITY PROGRAMS, INC Service code 14 · EIN 36-2780904 2015 S ARLINGTON HEIGHTS RD STE 114 · ARLINGTON HEIGHTS, IL 60005 | Plan Administrator | $103,543 |
THE SEGAL COMPANY2+ years Filed as: SEGAL, BRYANT & HAMILL Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $61,021 |
GRAFF, BALLAUER & BLANSKI, P.C.2+ years Service code 10 · EIN 36-3331802 TWO NORTHFIELD PLAZA STE 200 · NORTHFIELD, IL 60093 | Accounting | $55,268 |
LANER MUCHIN2+ years Filed as: LANER, MUCHIN, DOMBROW, BECKER, LEV Service code 29 · EIN 36-3088463 515 N STATE STREET STE 2800 · CHICAGO, IL 60654 | Legal | $31,484 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,471 | $168,231-99.1% | $67,834-97.8% | $63,975-97.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 3.15% | 11.76%-8.6pp | 138.47%-135.3pp | 48.65%-45.5pp |
| Employer contribution / active EE | $704 | $1,907-63.1% | $2,403-70.7% | $2,182-67.7% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $36 | $81-55.8% | $4,622-99.2% | $70-49.5% |