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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $118,759 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $58,452 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 8403 COLESVILLE RD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $45,054 |
ILLINOIS NATIONAL BANK9+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $43,971 |
Service code 14 6405 METCALF AVE SUITE 200 · OVERLAND PARK, KS 66202 | Plan Administrator | $40,800 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $33,683 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $21,847 |
CAVANAGH & O'HARA9+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $12,915 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 10.03% | 11.01%-1.0pp | 8.10%+1.9pp | 7.65%+2.4pp |
| Employer contribution / active EE | $22,127 | $13,413+65.0% | $28,649-22.8% | $20,582+7.5% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |