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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DRIVE, STE 500 · CHICAGO, IL 60606 | Actuarial | $41,775 |
BENESYS, INC.8+ years Service code 13 · EIN 38-2383171 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $37,021 |
C.S. MCKEE, L.P.3 years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $36,201 |
Filed as: BAUM SIGMAN ET AL Service code 29 · EIN 36-2744057 200 W. ADAMS ST., STE 2200 · CHICAGO, IL 60606 | Legal | $25,438 |
MARQUETTE ASSOCIATES8+ years Filed as: MARQUETTE & ASSOCIATES Service code 27 · EIN 36-3485298 180 N. LASALLE ST., STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $22,500 |
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., STE 300 · CHICAGO, IL 60661 | Accounting | $16,750 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 205 S. 5TH ST. · SPRINGFIELD, IL 62794 | Securities Custodian | $14,756 |
AMALGAMATED BANK6 years Service code 28 · EIN 13-4920330 275 7TH AVE. · NEW YORK, NY 10001 | Investment Management | $6,098 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.24% | -6.78%-4.5pp | -5.85%-5.4pp | 39.77%-51.0pp |
| Employer contribution / active EE | $18,519 | $13,335+38.9% | $31,839-41.8% | $19,959-7.2% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |