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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 indir... | $299,940 |
THOMAS BEAL2+ years Filed as: THOMAS J. SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $201,267 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS Service code 51 1515 W. 22ND STREET · OAK BROOK, IL 60523 | Investment Mgmt Fees | $165,569 |
VINCENT LOMBARDI2+ years Filed as: VINCENT R. VIDMER Service code 30 · EIN 36-6527340 | Employee (plan) | $97,049 |
BRIAN FREEMAN2+ years Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $74,155 |
WITHUMSMITH+BROWN, PC2+ years Filed as: FLORENCE MARTINEZ Service code 30 · EIN 36-6527340 | Employee (plan) | $67,413 |
LIQUOR WORKERS LOCAL 32+ years Service code 49 · EIN 36-4044987 | Other Services | $40,050 |
HARTMAN & ASSOCIATES2+ years Filed as: HARTMAN AND ASSOCIATES Service code 11 · EIN 32-0000498 | Actuarial | $40,011 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900990 | Accounting | $39,500 |
RONALD BLUE & COMPANY1 year Filed as: RONALD G. NEHRKE Service code 30 · EIN 36-6527340 | Employee (plan) | $37,230 |
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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 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 4.84% | 12.17%-7.3pp | 12.88%-8.0pp | 17.84%-13.0pp |
| Employer contribution / active EE | $7,094 | $11,298-37.2% | $40,010-82.3% | $14,688-51.7% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |