Filed December 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CK FINANCIAL LLC1+ years Filed as: MB FINANCIAL, N.A. Service code 21 6111 N. RIVER ROAD · ROSEMONT, IL 60018 | Bank Trustee | $44,432 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $16,001 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,687 | $39,458-29.8% | $60,547-54.3% | $55,191-49.8% |
| Participation rate | 83.4% | 59.6%+23.8pp | 68.0%+15.5pp | 69.2%+14.3pp |
| Annual return | -2.10% | 3.35%-5.5pp | 335.64%-337.7pp | 10.78%-12.9pp |
| Employer contribution / active EE | $1,590 | $1,210+31.4% | $2,419-34.3% | $1,899-16.3% |
| Participant deferral / active EE | $2,406 | $2,140+12.4% | $3,328-27.7% | $3,046-21.0% |
| Admin fee / account holder | $163 | $95+71.2% | $4,536-96.4% | $91+79.4% |