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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 1520 N. KENSINGTON SUITE 200 · OAKBROOK, IL 60523 | Contract Administrator | $95,800 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $46,125 |
GRAFF, BALLAUER & BLANSKI, P.C.3+ years Service code 10 · EIN 36-3331802 TWO NORTHFIELD PLAZA STE 200 · NORTHFIELD, IL 60093 | Accounting | $35,760 |
LANER MUCHIN1 year Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 515 NORTH STATE STREET SUITE 2800 · CHICAGO, IL 60654 | Accounting | $31,869 |
AMALGAMATED BANK1 year Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 30 N. LASALLE ST. · CHICAGO, IL 60602 | Securities Custodian | $18,941 |
LIFE STATUS 3601 year Service code 49 · EIN 94-3389460 1850 GATEWAY BLVD. STE 260 · CONCORD, CA 84520 | Other Services | $5,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,448 | $62,111-96.1% | $71,671-96.6% | $177,276-98.6% |
| Participation rate | 100.0% | 69.4%+30.6pp | 68.7%+31.3pp | 74.8%+25.2pp |
| Annual return | 6.98% | 17.83%-10.9pp | 20.65%-13.7pp | 21.25%-14.3pp |
| Employer contribution / active EE | $177 | $2,059-91.4% | $2,460-92.8% | $2,479-92.9% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,438-100.0% | $3,881-100.0% |
| Admin fee / account holder | $53 | $66-20.3% | $5,558-99.0% | $154-65.6% |