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| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT7 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $615,883 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $82,544 |
LIQUOR WORKERS LOCAL 310+ years Service code 49 · EIN 36-4044987 | Other Services | $67,735 |
NICK THOMPSON4 years Service code 27 TWO NORTH RIVERSIDE PLAZA, STE 1620 · CHICAGO, IL 60606 | Advisory (Plan) | $53,760 |
JAMES A. REICHERT4 years Filed as: JAMES H. DUFF Service code 14 · EIN 36-6527340 | Plan Administrator | $43,382 |
BELMONT BANK6 years Service code 21 8250 W. BELMONT AVENUE · CHICAGO, IL 60634 | Bank Trustee | $32,502 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $30,101 |
MCGANN KETTERMAN & RIOUX6 years Service code 29 111 E WACKER DR · CHICAGO, IL 60601 | Legal | $18,652 |
Service code 10 · EIN 92-1530140 | Accounting | $18,000 |
PATRICK CALIHAN10+ years Service code 29 · EIN 36-2607186 | Legal | $16,800 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 3.62% | 8.88%-5.3pp | 12.12%-8.5pp | 8.88%-5.3pp |
| Employer contribution / active EE | $9,542 | $15,934-40.1% | $33,582-71.6% | $15,934-40.1% |
| Participant deferral / active EE | $0 | $753-100.0% | $0-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |