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| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT7 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $110,300 |
LOCAL 3 SALES PENSION10+ years Service code 49 · EIN 36-6527340 | Other Services | $93,986 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $59,363 |
LIQUOR WORKERS LOCAL 310+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $35,347 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $22,000 |
ADP BROKER-DEALER6 years Filed as: ADP Service code 99 1 ADP BLVD STE 1 · ROSELAND, NJ 07068 | Other Fees | $16,133 |
Filed as: PROFESSIONAL ACCOUNTING SERVICES Service code 10 · EIN 92-1530140 | Accounting | $12,000 |
NICK THOMPSON3 years Service code 27 TWO NORTH RIVERSIDE PLAZA, STE 1620 · CHICAGO, IL 60606 | Advisory (Plan) | $10,240 |
ELITE ADMINISTRATION10+ years Filed as: ELITE ADMINISTRATION & INSURANCE GR Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $104,795-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 6.23% | 10.52%-4.3pp | 12.12%-5.9pp | 10.52%-4.3pp |
| Employer contribution / active EE | $9,110 | $15,140-39.8% | $33,582-72.9% | $15,140-39.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $130-100.0% | - |