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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4+ years Service code 28 · EIN 33-0123114 | Investment Management | $219,945 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $170,318 |
BENEFITS MANAGEMENT GROUP, INC.4+ years Service code 13 · EIN 20-0188125 1520 KENSINGTON ROAD, SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $144,816 |
ULLICO4+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $94,680 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $69,116 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $58,261 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $51,783 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 | Bank Trustee | $27,284 |
FREYBERG HINKLE ET AL4+ years Service code 10 · EIN 39-1531945 | Accounting | $17,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,299 | $66,051+6.4% | $92,916-24.3% | $77,775-9.6% |
| Participation rate | 86.5% | 81.0%+5.5pp | 76.0%+10.5pp | 73.2%+13.3pp |
| Annual return | 13.14% | 20.69%-7.5pp | 109.45%-96.3pp | 32.58%-19.4pp |
| Employer contribution / active EE | $5,472 | $3,426+59.7% | $3,654+49.8% | $2,504+118.5% |
| Participant deferral / active EE | $22 | $3,013-99.3% | $4,238-99.5% | $3,966-99.4% |
| Admin fee / account holder | $306 | $148+106.8% | $5,796-94.7% | $100+205.4% |