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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $182,317 |
Service code 28 · EIN 84-3937993 | Investment Management | $167,437 |
MARY MCMULLIN5+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $92,986 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $78,000 |
GREAT LAKES ADVISORS, LLC5+ years Service code 28 · EIN 80-0292839 | Investment Management | $69,144 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $58,634 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $36,322 |
JAMES A. REICHERT5+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $32,490 |
FIRST MIDWEST BANK5+ years Service code 19 · EIN 36-1495255 | Securities Custodian | $30,000 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $9,455 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 18.49% | 10.27%+8.2pp | 10.56%+7.9pp | 53.27%-34.8pp |
| Employer contribution / active EE | $16,614 | $12,273+35.4% | $30,199-45.0% | $14,774+12.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |