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| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT2 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $305,669 |
LIQUOR WORKERS LOCAL 35+ years Service code 49 · EIN 36-4044987 | Other Services | $56,556 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $55,000 |
Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 336077200 | Advisory (Plan) | $53,760 |
THOMAS BEAL5+ years Filed as: THOMAS J. SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $52,868 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,000 |
BELMONT BANK1 year Service code 21 8250 W. BELMONT AVENUE · CHICAGO, IL 60634 | Bank Trustee | $26,793 |
BRIAN FREEMAN5+ years Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $21,945 |
MCGANN KETTERMAN & RIOUX1 year Service code 29 111 E WACKER DR · CHICAGO, IL 60601 | Legal | $18,000 |
PATRICK CALIHAN5+ 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 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | -5.63% | 12.86%-18.5pp | 174.94%-180.6pp | 12.86%-18.5pp |
| Employer contribution / active EE | $8,177 | $13,687-40.3% | $38,590-78.8% | $13,687-40.3% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |