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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DRIVE, STE 500 · CHICAGO, IL 60606 | Actuarial | $39,278 |
BENESYS, INC.3+ years Service code 13 · EIN 38-2383171 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $30,034 |
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY SERVICES LTD. CO. Service code 28 · EIN 74-2798841 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $28,112 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 N. LASALLE ST., STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $22,500 |
Filed as: BAUM SIGMAN ET AL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., STE 2200 · CHICAGO, IL 60606 | Legal | $17,767 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 205 S. 5TH ST. · SPRINGFIELD, IL 62794 | Securities Custodian | $17,434 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., STE 300 · CHICAGO, IL 60661 | Accounting | $15,584 |
AMALGAMATED BANK1 year Service code 28 · EIN 13-4920330 275 7TH AVE. · NEW YORK, NY 10001 | Investment Management | $7,830 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.10% | 12.23%-0.1pp | 10.36%+1.7pp | 13.95%-1.8pp |
| Employer contribution / active EE | $20,008 | $18,059+10.8% | $37,738-47.0% | $16,598+20.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |