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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $173,697 |
MARY MCMULLIN6+ years Service code 30 · EIN 51-6033290 | Employee (plan) | $131,029 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $112,774 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $80,000 |
GREAT LAKES ADVISORS, LLC6+ years Service code 28 · EIN 80-0292839 | Investment Management | $70,163 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $68,447 |
Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $36,154 |
JOHNSON & KROL, LLC6+ years Service code 29 · EIN 36-4342024 | Legal | $34,919 |
JAMES A. REICHERT6+ years Filed as: JAMES KLEMME Service code 10 8159 W. BRYN MAWR AVE. · CHICAGO, IL 60631 | Accounting | $31,860 |
FIRST MIDWEST BANK6+ years Service code 19 · EIN 36-1495255 | 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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 12.64% | 6.41%+6.2pp | 8.01%+4.6pp | 11.45%+1.2pp |
| Employer contribution / active EE | $15,574 | $11,592+34.3% | $29,476-47.2% | $17,219-9.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |