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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 20-8764829 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Advisory (Plan) | $101,783 |
HEALTHSCOPE BENEFITS3+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 8901 OTIS AVE,STE 200 · INDIANAPOLIS, IN 46216 | Plan Administrator | $77,250 |
PINNACLE ASSOCIATES LTD3+ years Filed as: PINNACLE ASSOCIATES, LTD. Service code 28 · EIN 13-3220717 335 MADISON AVE., SUITE 1100 · NEW YORK, NY 10017 | Investment Management | $65,009 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 606061724 | Actuarial | $55,793 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $34,585 |
COMMERCE BANK3+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $34,311 |
SOUTH SIDE TRUST & SAVINGS BANK3+ years Service code 19 · EIN 37-0524830 2119 SW ADAMS ST · PEORIA, IL 61602 | Securities Custodian | $28,551 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $22,983 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $17,740 |
ROMOLO & ASSOCIATES3+ years Filed as: ROMOLO & ASSOCIATE CPA Service code 10 · EIN 37-1077733 1700 W. LUTHY DR. · PEORIA, IL 61615 | Accounting | $11,894 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.02% | -1.12%+9.1pp | -2.18%+10.2pp | 0.19%+7.8pp |
| Employer contribution / active EE | $15,351 | $12,052+27.4% | $38,751-60.4% | $13,763+11.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |