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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 101 N. WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $144,784 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Investment Management | $69,383 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 8403 COLESVILLE RD, 13TH FLOOR · SILVER SPRINGS, MD 20910 | Investment Management | $41,759 |
Service code 14 6405 METCALF AVE SUITE 200 · OVERLAND PARK, KS 66202 | Plan Administrator | $40,900 |
ILLINOIS NATIONAL BANK8+ years Service code 19 322 E CAPITAL · SPRINGFIELD, IL 62701 | Securities Custodian | $39,244 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $30,050 |
CAVANAGH & O'HARA8+ years Filed as: CAVANAGH & O'HARA, LLP Service code 29 · EIN 37-1259635 407 EAST ADAMS · SPRINGFIELD, IL 62705 | Legal | $24,206 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, STE 1200 WEST · BETHESDA, MD 20814 | Accounting | $23,339 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 5.61% | 146.80%-141.2pp | 20.18%-14.6pp | 22.81%-17.2pp |
| Employer contribution / active EE | $20,717 | $13,016+59.2% | $29,108-28.8% | $18,290+13.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |