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| Provider | Service type | Compensation |
|---|---|---|
CENTRAL LABORERS PENSION FUND5+ years Service code 13 · EIN 37-6052379 PO BOX 1267 · JACKSONVILLE, IL 62651 | Contract Administrator | $605,660 |
INVESCO5+ years Service code 28 · EIN 58-1707262 1555 PEACHTREE ST., N.E. SUITE 1000 · ATLANTA, GA 30309 | Investment Management | $94,427 |
Service code 28 · EIN 20-0292745 3600 MINNESOTA DRIVE, SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $53,786 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $44,051 |
ROCKWOOD CAPITAL ADVISORS5+ years Filed as: ROCKWOOD CAPITAL ADVISORS, LLC Service code 28 13801 RIVERPORT DRIVE, SUITE 301 · ST. LOUIS, MO 63043 | Investment Management | $35,919 |
ROMOLO & ASSOCIATES2 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 1700 W LUTHY DRIVE · PEORIA, IL 61615 | Accounting | $21,500 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $9,707 |
THE SEGAL COMPANY1 year Service code 16 101 N WACKER DR, SUITE 500 · CHICAGO, IL 606067673 | Consulting | $6,613 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 53 | Insurance Commissions | $6,463 |
ZUMBAHLEN & ASSOCIATES5+ years Service code 10 · EIN 37-1094064 1395 LINCOLN AVENUE · JACKSONVILLE, IL 62650 | Accounting | $6,405 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,219 | $73,497-84.7% | $101,275-88.9% | $93,223-88.0% |
| Participation rate | 99.4% | 84.5%+14.8pp | 75.8%+23.6pp | 74.9%+24.5pp |
| Annual return | 4.15% | 11.66%-7.5pp | 46.46%-42.3pp | 19.29%-15.1pp |
| Employer contribution / active EE | $2,591 | $3,600-28.0% | $3,660-29.2% | $2,680-3.3% |
| Participant deferral / active EE | $19 | $3,303-99.4% | $4,370-99.6% | $4,563-99.6% |
| Admin fee / account holder | $66 | $121-45.8% | $5,948-98.9% | $79-17.2% |