Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT4 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $521,242 |
LIQUOR WORKERS LOCAL 37+ years Service code 49 · EIN 36-4044987 | Other Services | $62,626 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $55,000 |
JAMES A. REICHERT1 year Filed as: JAMES H. DUFF Service code 30 · EIN 36-1802277 | Employee (plan) | $50,178 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,500 |
Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 336077200 | Advisory (Plan) | $40,320 |
BRIAN FREEMAN7+ years Filed as: BRIAN REYNOLDS Service code 30 · EIN 27-6864046 | Employee (plan) | $27,823 |
BELMONT BANK3 years Service code 21 8250 W. BELMONT AVENUE · CHICAGO, IL 60634 | Bank Trustee | $25,912 |
MCGANN KETTERMAN & RIOUX3 years Service code 29 111 E WACKER DR · CHICAGO, IL 60601 | Legal | $19,500 |
PATRICK CALIHAN7+ years Service code 29 · EIN 36-2607186 | Legal | $16,800 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $164,233-100.0% | $565,817-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 0.0%0pp |
| Annual return | 4.31% | -12.27%+16.6pp | -8.79%+13.1pp | 2.77%+1.5pp |
| Employer contribution / active EE | $8,870 | $13,732-35.4% | $43,463-79.6% | $15,262-41.9% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $866-100.0% | $1,015-100.0% |