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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $121,054 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $58,753 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 230 W. MONROE ST. STE. 310 · CHICAGO, IL 60606 | Accounting | $50,283 |
LANER MUCHIN6 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 515 NORTH STATE STREET SUITE 2800 · CHICAGO, IL 60654 | Accounting | $28,875 |
AMALGAMATED BANK6 years Filed as: AMALGATRUST Service code 19 · EIN 36-6228122 30 N. LASALLE ST. · CHICAGO, IL 60602 | Securities Custodian | $17,389 |
BOND BROTHERS2 years Filed as: BONDS BROTHERS & CO. INC Service code 36 · EIN 36-2433269 7826 47TH ST. · LYONS, IL 60534 | Copying and duplicating | $9,905 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,363 | $63,321-93.1% | $68,808-93.7% | $77,906-94.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -16.08% | -6.50%-9.6pp | -6.37%-9.7pp | 12.16%-28.2pp |
| Employer contribution / active EE | $330 | $2,794-88.2% | $2,656-87.6% | $2,846-88.4% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $101 | $104-3.3% | $4,936-98.0% | $133-23.9% |