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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.4 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $172,998 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $158,114 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $155,184 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $98,976 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $93,257 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $74,722 |
SEGALL BRYANT & HAMILL7+ years Service code 28 · EIN 41-1788385 | Investment Management | $60,592 |
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 04-2955404 | Investment Management | $54,736 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MATRIX TRUST COMPANY4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,036 |
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 | $76,687 | $76,774-0.1% | $112,270-31.7% | $77,906-1.6% |
| Participation rate | 94.3% | 80.2%+14.1pp | 75.1%+19.2pp | 73.7%+20.6pp |
| Annual return | -9.92% | -10.25%+0.3pp | 27.49%-37.4pp | 12.16%-22.1pp |
| Employer contribution / active EE | $7,226 | $3,977+81.7% | $3,635+98.8% | $2,846+153.9% |
| Participant deferral / active EE | $140 | $3,778-96.3% | $4,729-97.0% | $4,805-97.1% |
| Admin fee / account holder | $453 | $239+89.5% | $6,411-92.9% | $133+241.6% |