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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $55,138 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN AND HART Service code 29 · EIN 52-1708613 | Legal | $46,324 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 606941396 | Advisory (Plan) | $44,000 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $28,829 |
Service code 28 · EIN 20-4712392 | Investment Management | $27,750 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $18,020 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900080 | Accounting | $10,250 |
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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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 12.40% | 12.03%+0.4pp | 12.93%-0.5pp | 13.59%-1.2pp |
| Employer contribution / active EE | $57,277 | $19,417+195.0% | $35,210+62.7% | $14,592+292.5% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |