Filed December 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CK FINANCIAL LLC2+ years Filed as: MB FINANCIAL, N.A. Service code 21 6111 N. RIVER ROAD · ROSEMONT, IL 60018 | Bank Trustee | $26,440 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: EPIC ADVISORS, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $6,845 |
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 | $31,206 | $39,819-21.6% | $67,834-54.0% | $57,658-45.9% |
| Participation rate | 71.6% | 61.2%+10.4pp | 68.8%+2.8pp | 70.2%+1.4pp |
| Annual return | 7.61% | 9.19%-1.6pp | 138.47%-130.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $881 | $1,277-31.0% | $2,403-63.4% | $1,974-55.4% |
| Participant deferral / active EE | $2,304 | $2,209+4.3% | $3,160-27.1% | $3,061-24.7% |
| Admin fee / account holder | $91 | $84+8.8% | $4,622-98.0% | $95-3.8% |