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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $197,244 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $158,292 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $134,630 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $117,000 |
BENTALLGREENOAK1 year Service code 28 · EIN 83-6177544 | Investment Management | $105,304 |
ULLICO8+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $83,974 |
SEGALL BRYANT & HAMILL8+ years Service code 28 · EIN 41-1788385 | Investment Management | $64,035 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $58,765 |
MATRIX TRUST COMPANY5 years Service code 21 · EIN 75-3182674 | Bank Trustee | $57,538 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 28 · EIN 04-2955404 | Investment Management | $55,504 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,767 | $88,479-9.8% | $96,543-17.4% | $80,187-0.5% |
| Participation rate | 91.6% | 79.9%+11.7pp | 74.3%+17.3pp | 72.9%+18.7pp |
| Annual return | 10.43% | 22.53%-12.1pp | 35.75%-25.3pp | 40.40%-30.0pp |
| Employer contribution / active EE | $6,524 | $4,177+56.2% | $3,741+74.4% | $2,980+118.9% |
| Participant deferral / active EE | $149 | $3,961-96.2% | $4,880-96.9% | $5,016-97.0% |
| Admin fee / account holder | $336 | $211+58.9% | $6,737-95.0% | $145+131.7% |