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 | $109,808 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $52,038 |
LANER MUCHIN4 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 515 NORTH STATE STREET SUITE 2800 · CHICAGO, IL 60654 | Accounting | $27,540 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 230 W. MONROE ST. STE. 310 · CHICAGO, IL 60606 | Accounting | $22,590 |
AMALGAMATED BANK4 years Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 30 N. LASALLE ST. · CHICAGO, IL 60602 | Securities Custodian | $12,382 |
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 | $4,512 | $74,462-93.9% | $81,991-94.5% | $90,274-95.0% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 13.69% | 17.56%-3.9pp | 41.31%-27.6pp | 53.97%-40.3pp |
| Employer contribution / active EE | $247 | $2,334-89.4% | $2,498-90.1% | $2,523-90.2% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,231-100.0% |
| Admin fee / account holder | $76 | $98-22.7% | $5,665-98.7% | $114-33.6% |