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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $287,188 |
THE SEGAL COMPANY7 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $203,608 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $200,032 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $168,152 |
DEARBORN PARTNERS6 years Filed as: DEARBORN PARTNERS, LLC Service code 28 · EIN 36-4145621 | Investment Management | $131,243 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $105,938 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $65,169 |
JOHNSON BANK7 years Filed as: JOHNSON INSTITUTIONAL Service code 28 · EIN 31-1801770 | Investment Management | $62,550 |
AMALGAMATED BANK7 years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 30 NORTH LASALLE STREET · CHICAGO, IL 60612 | Securities Custodian | $39,618 |
MARCO CONSULTING GROUP1 year Filed as: MARCO MCGUIRE AND ARREOLA Service code 29 1S443 SUMMIT AVENUE · OAKBROOK TERRACE, IL 60181 | Legal | $19,191 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 13.94% | 7.85%+6.1pp | 9.36%+4.6pp | 37.77%-23.8pp |
| Employer contribution / active EE | $20,686 | $16,947+22.1% | $31,270-33.8% | $15,798+30.9% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |