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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL LABORERS PENSION FUND4+ years Service code 13 · EIN 37-6052379 PO BOX 1267 · JACKSONVILLE, IL 62651 | Contract Administrator | $558,158 |
INVESCO4+ years Service code 28 · EIN 58-1707262 1555 PEACHTREE ST., N.E. SUITE 1000 · ATLANTA, GA 30309 | Investment Management | $96,389 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $47,019 |
ASB CAPITAL MANAGEMENT3 years Filed as: ASB CAPITAL Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Management | $41,420 |
ROCKWOOD CAPITAL ADVISORS4+ years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 13801 RIVERPORT DRIVE, SUITE 301 · ST. LOUIS, MO 63043 | Investment Management | $26,859 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $21,500 |
US BANK4+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $9,217 |
CAVANAGH & O'HARA4+ years Service code 29 · EIN 37-1259635 2319 WEST JEFFERSON STREET · SPRINGFIELD, IL 62702 | Legal | $7,053 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $6,359 |
ZUMBAHLEN & ASSOCIATES4+ years Service code 10 · EIN 37-1094064 1395 LINCOLN AVENUE · JACKSONVILLE, IL 62650 | Accounting | $6,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,422 | $78,226-86.7% | $92,916-88.8% | $82,204-87.3% |
| Participation rate | 98.8% | 82.7%+16.1pp | 76.0%+22.8pp | 73.4%+25.4pp |
| Annual return | 3.85% | 19.33%-15.5pp | 109.45%-105.6pp | 26.31%-22.5pp |
| Employer contribution / active EE | $2,587 | $3,911-33.9% | $3,654-29.2% | $2,707-4.4% |
| Participant deferral / active EE | $19 | $3,648-99.5% | $4,238-99.5% | $4,246-99.5% |
| Admin fee / account holder | $61 | $119-49.2% | $5,796-99.0% | $76-20.0% |