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 |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $67,485 |
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $64,618 |
ILLINOIS NATIONAL BANK4+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $34,298 |
Service code 13 · EIN 37-1220876 2855 VIA VERDE · SPRINGFIELD, IL 62703 | Contract Administrator | $26,400 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $26,000 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $22,849 |
CAVANAGH & O'HARA4+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $14,732 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 4.77% | 18.13%-13.4pp | 14.64%-9.9pp | 16.32%-11.6pp |
| Employer contribution / active EE | $17,929 | $23,138-22.5% | $41,831-57.1% | $17,007+5.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |