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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $260,572 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $247,530 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $193,025 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $135,709 |
DEARBORN PARTNERS2 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $118,089 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $97,357 |
JOHNSON BANK3 years Filed as: JOHNSON INSTITUTIONAL Service code 28 · EIN 31-1801770 | Investment Management | $69,638 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $61,105 |
BDO USA, LLP3 years Filed as: BDO CANADA LLP Service code 10 · EIN 13-1585366 | Accounting | $47,064 |
AMALGAMATED BANK3 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60612 | Securities Custodian | $41,349 |
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Participant contribution per participant 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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 15.52% | 15.47%+0.1pp | 12.93%+2.6pp | 53.27%-37.7pp |
| Employer contribution / active EE | $22,732 | $15,545+46.2% | $35,210-35.4% | $14,774+53.9% |
| Participant deferral / active EE | $49 | $814-94.0% | $458-89.4% | $1,259-96.1% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |