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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $127,102 |
SEGALL BRYANT & HAMILL7 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $52,254 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $32,764 |
LANER MUCHIN7 years Filed as: LANER, MUCHIN LTD. Service code 10 · EIN 36-3088463 | Accounting | $21,438 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $8,269 |
BOND BROTHERS1 year Filed as: BOND BROTHERS & CO. INC Service code 36 · EIN 36-2433269 | Copying and duplicating | $5,020 |
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 | $4,655 | $70,115-93.4% | $70,548-93.4% | $80,149-94.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | 10.53% | 134.51%-124.0pp | 32.78%-22.3pp | 40.39%-29.9pp |
| Employer contribution / active EE | $285 | $3,021-90.6% | $2,975-90.4% | $2,977-90.4% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,015-100.0% |
| Admin fee / account holder | $90 | $112-19.6% | $6,424-98.6% | $145-37.7% |