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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $74,808 |
NOVARA, TESIJA & CATENACCI, PLLC2+ years Filed as: NOVARA TESIJA PLLC Service code 29 · EIN 38-3507129 | Legal | $73,593 |
BENESYS, INC.2+ years Service code 13 · EIN 38-6058023 | Contract Administrator | $46,436 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA GROUP Service code 27 1 EAST WACKER DRIVE STE 1210 · CHICAGO, IL 60601 | Advisory (Plan) | $32,500 |
COMERICA BANK2+ years Service code 19 · EIN 38-0788660 | Securities Custodian | $16,354 |
Filed as: WRUBEL, WESLEY & COMPANY C.P.A.'S Service code 10 · EIN 38-2574238 | Accounting | $9,250 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 75-2659537 | Investment Management | $9,235 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 ONE WEST MONROE · CHICAGO, IL 606035301 | Investment Management | $3,073 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 8.74% | 2.79%+5.9pp | 4.16%+4.6pp | 11.88%-3.1pp |
| Employer contribution / active EE | $16,876 | $10,530+60.3% | $29,966-43.7% | $14,612+15.5% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |