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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 | $102,920 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $48,676 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 230 W. MONROE ST. STE. 310 · CHICAGO, IL 60606 | Accounting | $42,601 |
LANER MUCHIN3 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 515 NORTH STATE STREET SUITE 2800 · CHICAGO, IL 60654 | Accounting | $26,127 |
AMALGAMATED BANK3 years Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 30 N. LASALLE ST. · CHICAGO, IL 60602 | Securities Custodian | $11,119 |
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 | $4,282 | $67,598-93.7% | $75,901-94.4% | $77,775-94.5% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 17.09% | 23.18%-6.1pp | 30.76%-13.7pp | 32.58%-15.5pp |
| Employer contribution / active EE | $282 | $2,430-88.4% | $2,501-88.7% | $2,504-88.8% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $84 | $96-12.8% | $5,420-98.5% | $100-16.1% |