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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 12 · EIN 20-0188125 | Claims processing | $65,222 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $36,300 |
UHY LLP4 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $26,475 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 | Actuarial | $20,400 |
JAMES V GALLERY AND ASSOCIATES10+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $20,100 |
KUTAK ROCK LLP2 years Service code 29 450 W SCHAUMBURG RD 68819 · SCHAUMBURG, IL 60194 | Legal | $11,041 |
UNION INSURANCE GROUP3 years Service code 23 303 W ERIE ST 310 · CHICAGO, IL 60654 | Insurance services | $9,656 |
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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 | $36,224-100.0% | $160,039-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 2.4%-2.4pp |
| Annual return | 8.59% | 8.86%-0.3pp | 9.15%-0.6pp | 7.94%+0.6pp |
| Employer contribution / active EE | $16,926 | $14,047+20.5% | $26,409-35.9% | $18,544-8.7% |
| Participant deferral / active EE | $0 | $0 | $266-100.0% | $1,093-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,701-100.0% | $200-100.0% |