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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $10,000 |
BANSLEY AND KIENER, LLP2 years Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $8,500 |
ELITE ADMINISTRATION2 years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 12 · EIN 36-2338689 | Other commissions; Recordkeeping fees... | $5,441 |
AMALGAMATED BANK3+ years Service code 28 · EIN 36-0721895 | Investment Management | $901 |
ILLINOIS ADVOCATES LLC3+ years Service code 29 · EIN 46-1047517 | Legal | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,077 | $41,647-80.6% | $96,139-91.6% | $86,799-90.7% |
| Participation rate | 100.0% | 50.2%+49.8pp | 68.4%+31.6pp | 72.3%+27.7pp |
| Annual return | 6.79% | 27.24%-20.5pp | 191.94%-185.2pp | 97.91%-91.1pp |
| Employer contribution / active EE | $2,696 | $1,318+104.6% | $2,797-3.6% | $2,405+12.1% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $163 | $169-4.0% | $5,537-97.1% | $170-4.1% |