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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 20-8764829 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Advisory (Plan) | $102,171 |
HEALTHSCOPE BENEFITS5+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $78,795 |
PINNACLE ASSOCIATES LTD5+ years Filed as: PINNACLE ASSOCIATES, LTD. Service code 28 · EIN 13-3220717 335 MADISON AVE., SUITE 1100 · NEW YORK, NY 10017 | Investment Management | $60,445 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 606061724 | Actuarial | $53,195 |
CAVANAGH & O'HARA5+ years Filed as: CAVANAUGH & O'HARA Service code 29 · EIN 37-1259635 2319 W JEFFERSON ST · SPRINGFIELD, IL 62702 | Legal | $52,474 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 84-3937993 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $29,294 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $23,475 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $18,425 |
ILLINOIS NATIONAL BANK1 year Service code 19 · EIN 37-0274319 322 E. CAPITOL AVE · SPRINGFIELD, IL 62701 | Securities Custodian | $12,174 |
ROMOLO & ASSOCIATES1 year Filed as: ROMOLO & ASSOCIATES LLC Service code 10 · EIN 84-2885766 1700 W. LUTHY DR. · PEORIA, IL 61615 | Accounting | $9,228 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | -4.19% | 9.58%-13.8pp | 9.52%-13.7pp | 11.45%-15.6pp |
| Employer contribution / active EE | $16,595 | $21,155-21.6% | $41,951-60.4% | $17,219-3.6% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |