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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.9+ years Filed as: BENEFITS MANAGEMENT GROUP INC Service code 12 · EIN 20-0188125 | Claims processing | $64,661 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 20 · EIN 36-4001764 | Trustee (individual) | $36,300 |
UHY LLP3 years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $25,100 |
JAMES V GALLERY AND ASSOCIATES9+ years Service code 17 · EIN 20-0188135 | Pension Consulting | $20,100 |
O'SULLIVAN ASSOCIATES9+ years Service code 11 · EIN 20-8199367 | Actuarial | $18,400 |
UNION INSURANCE GROUP2 years Service code 23 303 W ERIE ST 310 · CHICAGO, IL 60654 | Insurance services | $8,005 |
Service code 29 4510 BELLVIEW AVE 300 · KANSAS CITY, MO 64111 | Legal | $6,760 |
KUTAK ROCK LLP1 year Service code 29 450 W SCHAUMBURG RD 68819 · SCHAUMBURG, IL 60194 | Legal | $5,041 |
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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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 22.14% | 11.01%+11.1pp | 8.10%+14.0pp | 7.65%+14.5pp |
| Employer contribution / active EE | $16,883 | $13,413+25.9% | $28,649-41.1% | $20,582-18.0% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |