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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $188,280 |
BENEFITS MANAGEMENT GROUP, INC.6+ years Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $152,291 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $133,247 |
ULLICO6+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $99,573 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $68,959 |
SEGALL BRYANT & HAMILL6+ years Service code 28 · EIN 41-1788385 | Investment Management | $65,142 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $58,280 |
MARQUETTE ASSOCIATES6+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,186 |
SIKICH LLP2 years Filed as: SIKICH LLP. Service code 10 · EIN 36-3168081 | Accounting | $20,050 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,044 | $88,770+8.2% | $109,191-12.0% | $93,010+3.3% |
| Participation rate | 98.5% | 81.5%+17.0pp | 75.9%+22.6pp | 73.9%+24.5pp |
| Annual return | 10.98% | 60.64%-49.7pp | 25.76%-14.8pp | 158.70%-147.7pp |
| Employer contribution / active EE | $6,999 | $3,780+85.2% | $3,723+88.0% | $2,705+158.7% |
| Participant deferral / active EE | $101 | $3,630-97.2% | $4,653-97.8% | $4,561-97.8% |
| Admin fee / account holder | $343 | $172+99.2% | $6,756-94.9% | $152+126.3% |