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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 101 N. WACKER DRIVE, STE 500 · CHICAGO, IL 60606 | Actuarial | $46,046 |
BENESYS, INC.9+ years Service code 13 · EIN 38-2383171 13801 RIVERPORT DRIVE, STE 401 · MARYLAND HEIGHTS, MO 63043 | Contract Administrator | $35,420 |
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 205 S. 5TH ST. · SPRINGFIELD, IL 62794 | Securities Custodian | $26,274 |
MARQUETTE ASSOCIATES9+ 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 | $21,380 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE ST., STE 300 · CHICAGO, IL 60661 | Accounting | $18,000 |
AMALGAMATED BANK7 years Service code 28 · EIN 13-4920330 275 7TH AVE. · NEW YORK, NY 10001 | Investment Management | $2,691 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 11.34% | 146.80%-135.5pp | 20.18%-8.8pp | 22.81%-11.5pp |
| Employer contribution / active EE | $17,514 | $13,016+34.6% | $29,108-39.8% | $18,290-4.2% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |