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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DRIVE, STE 500 · CHICAGO, IL 60606 | Actuarial | $44,749 |
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $37,489 |
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $31,989 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 N. LASALLE ST., STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $22,500 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 205 S. 5TH ST. · SPRINGFIELD, IL 62794 | Securities Custodian | $19,652 |
Filed as: BAUM SIGMAN ET AL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., STE 2200 · CHICAGO, IL 60606 | Legal | $16,474 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., STE 300 · CHICAGO, IL 60661 | Accounting | $15,600 |
AMALGAMATED BANK4 years Service code 28 · EIN 13-4920330 275 7TH AVE. · NEW YORK, NY 10001 | Investment Management | $8,732 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 8.95% | 6.95%+2.0pp | 8.01%+0.9pp | 627.08%-618.1pp |
| Employer contribution / active EE | $20,360 | $11,635+75.0% | $29,475-30.9% | $18,824+8.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |