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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $85,083 |
KEEBECK WEALTH MANAGEMENT6 years Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $79,315 |
LOCAL 3 SALES PENSION9+ years Service code 49 · EIN 36-6527340 | Other Services | $72,836 |
LIQUOR WORKERS LOCAL 39+ years Filed as: LOCAL 3 UNION Service code 49 · EIN 36-4044987 | Other Services | $32,012 |
JAMES A. REICHERT3 years Filed as: JAMES HENRY DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $31,042 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $23,000 |
ADP BROKER-DEALER5 years Filed as: ADP Service code 99 1 ADP BLVD STE 1 · ROSELAND, NJ 07068 | Other Fees | $13,180 |
NICK THOMPSON2 years Service code 27 TWO NORTH RIVERSIDE PLAZA, STE 1620 · CHICAGO, IL 60606 | Advisory (Plan) | $10,240 |
Filed as: PROFESSIONAL ACCOUNTING SERVICES Service code 10 · EIN 92-1530140 | Accounting | $8,000 |
ELITE ADMINISTRATION9+ 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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 8.19% | 3.90%+4.3pp | 8.58%-0.4pp | 8.76%-0.6pp |
| Employer contribution / active EE | $8,504 | $12,005-29.2% | $33,018-74.2% | $16,640-48.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |