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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Advisory (Plan) | $94,648 |
HEALTHSCOPE BENEFITS2+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 8901 OTIS AVE,STE 200 · INDIANAPOLIS, IN 46216 | Plan Administrator | $75,735 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 606061724 | Actuarial | $65,851 |
PINNACLE ASSOCIATES LTD2+ years Filed as: PINNACLE ASSOCIATES, LTD. Service code 51 · EIN 13-3220717 335 MADISON AVE., SUITE 1100 · NEW YORK, NY 10017 | Investment Mgmt Fees | $62,098 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $34,088 |
COMMERCE BANK2+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $33,790 |
SOUTH SIDE TRUST & SAVINGS BANK2+ years Service code 19 · EIN 37-0524830 2119 SW ADAMS ST · PEORIA, IL 61602 | Securities Custodian | $32,637 |
Filed as: JOHN HANCOCK MUTUAL LIFE INSURANCE Service code 13 · EIN 01-0233346 1 JOHN HANCOCK WAY, SUITE 1850 · BOSTON, MA 022171099 | Contract Administrator | $21,746 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $19,392 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $16,900 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.31% | 13.03%-1.7pp | 10.36%+1.0pp | 23.90%-12.6pp |
| Employer contribution / active EE | $15,156 | $15,779-3.9% | $37,738-59.8% | $16,539-8.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |