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| Provider | Service type | Compensation |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $311,945 |
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $264,339 |
DEARBORN PARTNERS4 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $177,686 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $173,995 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $126,656 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $116,465 |
JOHNSON BANK5 years Filed as: JOHNSON INSTITUTIONAL Service code 28 · EIN 31-1801770 | Investment Management | $42,608 |
GREGORIO MARCO4 years Service code 29 TWO N. LASALLE STREET · CHICAGO, IL 60602 | Legal | $25,094 |
BDO USA, LLP5 years Filed as: BDO CANADA LLP Service code 10 · EIN 13-1585366 | Accounting | $19,080 |
AMALGAMATED BANK5 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60612 | Securities Custodian | $6,110 |
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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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 9.67% | 15.51%-5.8pp | 11.31%-1.6pp | 13.24%-3.6pp |
| Employer contribution / active EE | $23,273 | $18,592+25.2% | $35,729-34.9% | $14,616+59.2% |
| Participant deferral / active EE | $52 | $2,191-97.6% | $237-77.8% | $830-93.7% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |