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| Provider | Service type | Compensation |
|---|---|---|
LANER MUCHIN2+ years Service code 29 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $93,664 |
JEFFREY HOFF2+ years Service code 30 300 S. ASHLAND AVE · CHICAGO, IL 60607 | Employee (plan) | $64,632 |
HARTMAN & ASSOCIATES2+ years Service code 11 29 S. LASALLE STREET, SUITE 735 · CHICAGO, IL 60603 | Actuarial | $59,647 |
ANTHONY M PONTARELLI CPA LLC2+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $40,079 |
VITECH SYSTEMS GROUP2+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $35,628 |
BMO HARRIS BANK NA2+ years Filed as: BMO TRUST AND CUSTODY SERVICES Service code 19 115 S. LA SALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $34,070 |
ROSANNE LACALAMITA2+ years Service code 30 300S. ASHLAND AVE., SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $31,826 |
MARY DELANEY CERETTO2+ years Service code 30 300 S ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $30,812 |
LEGACY PROFESSIONALS LLP2+ years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $30,206 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP, INC Service code 27 500 W. MADISON STREET, SUITE 2740 · CHICAGO, IL 60661 | Advisory (Plan) | $27,586 |
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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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 23.64% | 10.98%+12.7pp | 10.53%+13.1pp | 10.41%+13.2pp |
| Employer contribution / active EE | $12,477 | $15,231-18.1% | $29,360-57.5% | $14,691-15.1% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |