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| Provider | Service type | Compensation |
|---|---|---|
RGM CAPITAL, LLC1+ years Service code 28 · EIN 06-1685711 | Investment Management | $200,407 |
Service code 27 | Advisory (Plan) | $193,667 |
KILLIAN ASSET MANAGEMENT CORP1+ years Filed as: KILLIAN ASSET MANAGEMENT CORP. Service code 28 · EIN 80-0618452 | Investment Management | $155,042 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $148,624 |
RIDGE RETIREMENT CONSULTANTS LLC1+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $93,911 |
PALOS BUILDERS1+ years Service code 49 · EIN 36-4446547 | Other Services | $90,240 |
CJBS, LLC1+ years Filed as: CJBS, LLX Service code 10 · EIN 36-3524803 | Accounting | $89,765 |
CHARLES PASTORE1+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $73,972 |
FIDUCIARY MANAGEMENT, INC.1+ years Service code 28 · EIN 39-1346018 | Investment Management | $73,535 |
Service code 10 · EIN 30-0510353 | Accounting | $68,750 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | -4.07% | 3.81%-7.9pp | 4.07%-8.1pp | 7.18%-11.3pp |
| Employer contribution / active EE | $6,992 | $14,300-51.1% | $36,235-80.7% | $13,095-46.6% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |