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| Provider | Service type | Compensation |
|---|---|---|
SHEET METAL CONTROL BOARD9+ years Service code 13 · EIN 41-1392797 | Contract Administrator | $339,097 |
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST BANK Service code 28 9700 W. HIGGINS RD. · ROSEMONT, IL 60018 | Investment Management | $217,398 |
LEXINGTON PARTNERS LP1 year Filed as: LEXINGTON PARTNERS Service code 28 · EIN 26-3860011 | Investment Management | $192,182 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $82,098 |
KOVITZ INVESTMENT GROUP9+ years Service code 28 · EIN 91-2198169 | Investment Management | $52,920 |
UNION BANK & TRUST COMPANY2 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $43,103 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $33,075 |
Service code 29 · EIN 41-1654544 | Legal | $24,626 |
Service code 29 · EIN 34-4439491 | Legal | $20,500 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 11.60% | 7.95%+3.6pp | 20.18%-8.6pp | 9.11%+2.5pp |
| Employer contribution / active EE | $10,982 | $14,684-25.2% | $29,108-62.3% | $12,231-10.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |