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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 14 · EIN 20-0188125 | Plan Administrator | $294,999 |
ULLICO8 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $292,701 |
DEARBORN PARTNERS7 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $207,045 |
THE SEGAL COMPANY8 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $187,808 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $177,941 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $114,820 |
UNION INSURANCE GROUP1 year Service code 28 · EIN 36-4226088 | Investment Management | $66,686 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL, INC Service code 28 · EIN 31-1801770 | Investment Management | $65,633 |
AMALGAMATED BANK8 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 10 · EIN 36-0721895 | Accounting | $47,623 |
BDO USA, LLP8 years Filed as: BDO CANADA LLP Service code 10 · EIN 13-1585366 | Accounting | $15,408 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.83% | 9.21%-1.4pp | 8.34%-0.5pp | 8.76%-0.9pp |
| Employer contribution / active EE | $21,704 | $15,607+39.1% | $30,790-29.5% | $16,664+30.2% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |