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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES4+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 80-0169636 | Investment Management | $150,654 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $126,977 |
MARY MCMULLIN4+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $90,492 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $76,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $65,906 |
GREAT LAKES ADVISORS, LLC4+ years Service code 28 · EIN 80-0292839 | Investment Management | $63,472 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $63,054 |
JAMES A. REICHERT4+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $33,390 |
FIRST MIDWEST BANK4+ years Service code 19 · EIN 36-6044763 | Securities Custodian | $30,000 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -2.63% | 4.25%-6.9pp | -752.26%+749.6pp | 0.19%-2.8pp |
| Employer contribution / active EE | $16,531 | $11,906+38.8% | $31,802-48.0% | $13,763+20.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |