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| Provider | Service type | Compensation |
|---|---|---|
LOCAL 3 SALES PENSION2+ years Service code 49 · EIN 36-6527340 | Other Services | $95,310 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 51 · EIN 13-5674085 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Investment Mgmt Fees | $65,938 |
HARTMAN & ASSOCIATES2+ years Service code 11 · EIN 32-0000497 | Actuarial | $32,955 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $27,000 |
LIQUOR WORKERS LOCAL 32+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $25,400 |
FIRST MIDWEST BANK2+ years Service code 18 1 PIERCE PLACE, 1500W · ITASCA, IL 60134 | Custodial (other than securities) | $5,000 |
ELITE ADMINISTRATION2+ years Filed as: ELITE ADMINISTRATION & INSURANCE GR Service code 22 · EIN 36-2238689 | Insurance Broker | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 5.89% | 11.05%-5.2pp | 12.88%-7.0pp | 23.90%-18.0pp |
| Employer contribution / active EE | $4,219 | $15,936-73.5% | $40,010-89.5% | $16,539-74.5% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |