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| Provider | Service type | Compensation |
|---|---|---|
HEALTHSCOPE BENEFITS1+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 8901 OTIS AVE,STE 200 · INDIANAPOLIS, IN 46216 | Plan Administrator | $74,869 |
PINNACLE ASSOCIATES LTD1+ years Filed as: PINNACLE ASSOCIATES, LTD. Service code 28 · EIN 13-3220717 335 MADISON AVE., SUITE 1100 · NEW YORK, NY 10017 | Investment Management | $59,705 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Advisory (Plan) | $55,482 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 333 W 34TH STREET · NEW YORK, NY 10001 | Actuarial | $50,734 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $34,236 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $34,154 |
COMMERCE BANK1+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $34,021 |
SOUTH SIDE TRUST & SAVINGS BANK1+ years Service code 19 · EIN 37-0524830 2119 SW ADAMS ST · PEORIA, IL 61602 | Securities Custodian | $33,792 |
Filed as: JOHN HANCOCK MUTUAL LIFE INSURANCE Service code 13 · EIN 01-0233346 1 JOHN HANCOCK WAY, SUITE 1850 · BOSTON, MA 022171099 | Contract Administrator | $22,999 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $17,965 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -1.11% | 5.13%-6.2pp | 4.74%-5.8pp | 7.18%-8.3pp |
| Employer contribution / active EE | $15,254 | $14,689+3.8% | $36,089-57.7% | $13,095+16.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |