Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: PAVILION ADVISORY GROUP, INC. Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $217,590 |
JEFFREY HOFF2+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $165,124 |
BMO HARRIS BANK NA2+ years Filed as: BMO Service code 19 · EIN 36-3673844 | Securities Custodian | $164,112 |
RIVERBRIDGE PARTNERS2+ years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $135,973 |
ROSANNE LACALAMITA2+ years Service code 30 · EIN 51-6067400 300 S. ASHLAND, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $115,095 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $109,350 |
VITECH SYSTEMS GROUP2+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $105,691 |
LANER MUCHIN2+ years Service code 29 · EIN 36-3088463 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $81,462 |
CHRISTINE KING2+ years Filed as: CHRISTINE USON Service code 30 · EIN 51-0607400 300 S. ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $79,880 |
LEGACY PROFESSIONALS LLP2+ years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $65,210 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 9.51% | 12.17%-2.7pp | 12.88%-3.4pp | 17.84%-8.3pp |
| Employer contribution / active EE | $16,435 | $11,298+45.5% | $40,010-58.9% | $14,688+11.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |