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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $311,017 |
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $300,922 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $171,649 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $160,309 |
DEARBORN PARTNERS5 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $151,306 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $98,730 |
JOHNSON BANK6 years Filed as: JOHNSON INSTITUTIONAL Service code 28 · EIN 31-1801770 | Investment Management | $55,230 |
BDO USA, LLP6 years Filed as: BDO CANADA LLP Service code 10 · EIN 13-1585366 | Accounting | $17,388 |
AMALGAMATED BANK6 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60612 | Securities Custodian | $6,464 |
GREGORIO MARCO5 years Service code 29 TWO N. LASALLE STREET · CHICAGO, IL 60602 | Legal | $5,748 |
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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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -13.99% | -13.10%-0.9pp | 0.46%-14.4pp | 2.78%-16.8pp |
| Employer contribution / active EE | $17,631 | $16,278+8.3% | $35,480-50.3% | $15,276+15.4% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |