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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $62,860 |
NOVARA, TESIJA & CATENACCI, PLLC3+ years Filed as: NOVARA TESIJA PLLC Service code 29 · EIN 38-3507129 | Legal | $53,753 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 11 · EIN 38-6058023 | Actuarial | $46,188 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA GROUP Service code 27 1 EAST WACKER DRIVE #1210 · CHICAGO, IL 60601 | Advisory (Plan) | $32,500 |
COMERICA BANK3+ years Service code 19 · EIN 38-0788660 | Securities Custodian | $26,654 |
Service code 10 · EIN 38-2574238 | Accounting | $8,975 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 75-2659537 | Investment Management | $6,172 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 ONE WEST MONROE · CHICAGO, IL 60603 | Investment Management | $5,651 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 12.47% | 11.09%+1.4pp | 8.32%+4.1pp | 13.95%-1.5pp |
| Employer contribution / active EE | $20,989 | $10,980+91.2% | $30,793-31.8% | $16,598+26.5% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |