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| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT5 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $492,254 |
LIQUOR WORKERS LOCAL 38+ years Service code 49 · EIN 36-4044987 | Other Services | $63,358 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $55,244 |
NICK THOMPSON2 years Service code 27 TWO NORTH RIVERSIDE PLAZA, STE 1620 · CHICAGO, IL 60606 | Advisory (Plan) | $53,760 |
JAMES A. REICHERT2 years Filed as: JAMES H. DUFF Service code 14 · EIN 36-6527340 | Plan Administrator | $51,328 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,000 |
BELMONT BANK4 years Service code 21 8250 W. BELMONT AVENUE · CHICAGO, IL 60634 | Bank Trustee | $30,290 |
MCGANN KETTERMAN & RIOUX4 years Service code 29 111 E WACKER DR · CHICAGO, IL 60601 | Legal | $18,000 |
PATRICK CALIHAN8+ years Service code 29 · EIN 36-2607186 | Legal | $16,800 |
ELITE ADMINISTRATION8+ years Filed as: ELITE ADMINISTRATION AND INSURANCE Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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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 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | -2.71% | 9.11%-11.8pp | 8.56%-11.3pp | 9.11%-11.8pp |
| Employer contribution / active EE | $8,404 | $12,231-31.3% | $37,135-77.4% | $12,231-31.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |