Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LANER MUCHIN3+ years Service code 29 515 N. STATE STREET, SUITE 2800 · CHICAGO, IL 60654 | Legal | $78,110 |
JEFFREY HOFF3+ years Service code 30 300 S. ASHLAND AVE · CHICAGO, IL 60607 | Employee (plan) | $64,582 |
HARTMAN & ASSOCIATES3+ years Service code 11 29 S. LASALLE STREET, SUITE 735 · CHICAGO, IL 60603 | Actuarial | $51,212 |
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY PINELLI Service code 29 53 W. JACKSON BLVD, SUITE 1460 · CHICAGO, IL 60604 | Legal | $42,763 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 E COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $39,462 |
BMO HARRIS BANK NA3+ years Filed as: BMO TRUST AND CUSTODY SERVICES Service code 19 115 S. LA SALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $37,303 |
MARY DELANEY CERETTO3+ years Service code 30 300 S ASHLAND AVE, SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $34,464 |
LEGACY PROFESSIONALS LLP3+ years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 311 S. WACKER DRIVE, SUITE 4000 · CHICAGO, IL 60606 | Accounting | $32,383 |
VITECH SYSTEMS GROUP3+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 401 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Consulting | $32,119 |
ROSANNE LACALAMITA3+ years Service code 30 300S. ASHLAND AVE., SUITE 500 · CHICAGO, IL 60607 | Employee (plan) | $29,915 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $685,614-100.0% | $476,019-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 5.3%-5.3pp | 14.6%-14.6pp |
| Annual return | 6.79% | 3.99%+2.8pp | 4.36%+2.4pp | 10.56%-3.8pp |
| Employer contribution / active EE | $12,654 | $11,621+8.9% | $27,383-53.8% | $13,643-7.3% |
| Participant deferral / active EE | $0 | $27-100.0% | $75-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $15,843-100.0% | $14,020-100.0% | $3,354-100.0% |