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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Service code 50 · EIN 20-8764829 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Direct Payment | $100,479 |
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 606061724 | Actuarial | $96,553 |
HEALTHSCOPE BENEFITS7+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 7440 WOODLAND DRIVE · INDIANAPOLIS, IN 46278 | Plan Administrator | $80,239 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $27,918 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $19,279 |
NATIONAL INVESTMENT SERVICES7+ years Service code 28 · EIN 84-3937993 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $17,240 |
ROMOLO & ASSOCIATES3 years Filed as: ROMOLO & ASSOCIATES LLC Service code 10 · EIN 84-2885766 1700 W. LUTHY DR. · PEORIA, IL 61615 | Accounting | $9,343 |
CAVANAGH & O'HARA7+ years Filed as: CAVANAUGH & O'HARA Service code 29 · EIN 37-1259635 2319 W JEFFERSON ST · SPRINGFIELD, IL 62702 | Legal | $6,894 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -2.81% | -8.26%+5.5pp | -5.84%+3.0pp | 2.77%-5.6pp |
| Employer contribution / active EE | $19,092 | $12,543+52.2% | $31,839-40.0% | $15,262+25.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |