Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $98,200 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $48,431 |
GRAFF, BALLAUER & BLANSKI, P.C.4+ years Service code 10 · EIN 36-3331802 TWO NORTHFIELD PLAZA STE 200 · NORTHFIELD, IL 60093 | Accounting | $30,444 |
LANER MUCHIN2 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 515 NORTH STATE STREET SUITE 2800 · CHICAGO, IL 60654 | Accounting | $24,081 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 230 W. MONROE ST. STE. 310 · CHICAGO, IL 60606 | Accounting | $18,500 |
AMALGAMATED BANK2 years Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 30 N. LASALLE ST. · CHICAGO, IL 60602 | Securities Custodian | $15,200 |
Employer contribution per participant 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 | $2,617 | $57,606-95.5% | $67,313-96.1% | $75,289-96.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 69.1%+30.9pp | 72.4%+27.6pp |
| Annual return | -2.22% | -0.47%-1.8pp | -4.08%+1.9pp | -0.04%-2.2pp |
| Employer contribution / active EE | $205 | $2,206-90.7% | $2,566-92.0% | $2,405-91.5% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $61 | $83-26.1% | $4,507-98.6% | $102-40.2% |