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| Provider | Service type | Compensation |
|---|---|---|
NOVARA, TESIJA & CATENACCI, PLLC1+ years Filed as: NOVARA TESIJA PLLC Service code 29 · EIN 38-3507129 | Legal | $62,114 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $55,748 |
BENESYS, INC.1+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $45,530 |
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISORS LLC Service code 27 525 W. MONROE SUITE 560 · CHICAGO, IL 60661 | Advisory (Plan) | $32,500 |
COMERICA BANK1+ years Service code 19 · EIN 38-0788660 | Securities Custodian | $25,639 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 75-2659537 | Investment Management | $18,815 |
Filed as: WRUBEL, WESLEY & COMPANY C.P.A.'S Service code 10 · EIN 38-2574238 | Accounting | $9,200 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 ONE WEST MONROE · CHICAGO, IL 606035301 | Investment Management | $0 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -6.04% | 0.68%-6.7pp | -1.61%-4.4pp | -0.60%-5.4pp |
| Employer contribution / active EE | $11,986 | $10,568+13.4% | $30,840-61.1% | $12,272-2.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |