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| Provider | Service type | Compensation |
|---|---|---|
KEEBECK WEALTH MANAGEMENT5 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $66,087 |
LOCAL 3 SALES PENSION8+ years Service code 49 · EIN 36-6527340 | Other Services | $63,809 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $50,888 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $33,000 |
LIQUOR WORKERS LOCAL 38+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $31,651 |
JAMES A. REICHERT2 years Filed as: JAMES HENRY DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $29,012 |
BELMONT BANK & TRUST1 year Service code 99 · EIN 56-2580290 | Other Fees | $11,858 |
NICK THOMPSON1 year Service code 27 TWO NORTH RIVERSIDE PLAZA, STE 1620 · CHICAGO, IL 60606 | Advisory (Plan) | $10,240 |
ELITE ADMINISTRATION8+ 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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | -2.85% | 7.31%-10.2pp | 8.56%-11.4pp | 37.74%-40.6pp |
| Employer contribution / active EE | $8,176 | $9,805-16.6% | $37,135-78.0% | $15,788-48.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |