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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $272,606 |
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $263,304 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $145,114 |
DEARBORN PARTNERS3 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $122,281 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $103,843 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $93,460 |
AMALGAMATED BANK4 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60612 | Securities Custodian | $59,351 |
JOHNSON BANK4 years Filed as: JOHNSON INSTITUTIONAL Service code 28 · EIN 31-1801770 | Investment Management | $46,119 |
BDO USA, LLP4 years Filed as: BDO CANADA LLP Service code 10 · EIN 13-1585366 | Accounting | $37,471 |
GREGORIO MARCO3 years Service code 29 TWO N. LASALLE STREET · CHICAGO, IL 60602 | Legal | $32,138 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 12.65% | 8.15%+4.5pp | 7.87%+4.8pp | 11.45%+1.2pp |
| Employer contribution / active EE | $23,780 | $17,725+34.2% | $31,784-25.2% | $17,219+38.1% |
| Participant deferral / active EE | $48 | $1,144-95.8% | $241-79.9% | $357-86.4% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |