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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PRIVATE BANKING Service code 18 540 W. MADISON STREET · CHICAGO, IL 60661 | Investment management fees paid direc... | $197,978 |
THOMAS BEAL1+ years Filed as: THOMAS J. SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $195,405 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA ADVISORS Service code 51 1515 W. 22ND STREET · OAK BROOK, IL 60523 | Investment Mgmt Fees | $129,021 |
VINCENT LOMBARDI1+ years Filed as: VINCENT R. VIDMER Service code 30 · EIN 36-6527340 | Employee (plan) | $86,165 |
BRIAN FREEMAN1+ years Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $73,053 |
WITHUMSMITH+BROWN, PC1+ years Filed as: FLORENCE MARTINEZ Service code 30 · EIN 36-6527340 | Employee (plan) | $66,008 |
LIQUOR WORKERS LOCAL 31+ years Service code 49 · EIN 36-4044987 | Other Services | $52,200 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900990 | Accounting | $39,000 |
HARTMAN & ASSOCIATES1+ years Filed as: HARTMAN AND ASSOCIATES Service code 11 · EIN 32-0000498 | Actuarial | $36,494 |
CHRISTOPHER BROUSAIDES1+ years Filed as: CHRISTOPHER DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $26,504 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -1.90% | 3.81%-5.7pp | 4.07%-6.0pp | 7.18%-9.1pp |
| Employer contribution / active EE | $7,161 | $14,300-49.9% | $36,235-80.2% | $13,095-45.3% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |