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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $171,077 |
NATIONAL INVESTMENT SERVICES3+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $130,447 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $129,122 |
JOHNSON & KROL, LLC3+ years Service code 29 · EIN 36-4342024 | Legal | $81,393 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $74,000 |
MARY MCMULLIN3+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $71,456 |
GREAT LAKES ADVISORS, LLC3+ years Service code 28 · EIN 80-0292839 | Investment Management | $54,144 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $51,578 |
JAMES A. REICHERT3+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $32,670 |
FIRST MIDWEST BANK3+ years Service code 19 · EIN 36-6044763 | Securities Custodian | $30,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.84% | 11.78%+2.1pp | 8.32%+5.5pp | 23.90%-10.1pp |
| Employer contribution / active EE | $15,904 | $11,309+40.6% | $30,793-48.4% | $16,539-3.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |