Filed September 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 26-1722072 20 WEST KINZIE STREET, 17TH FLOOR · CHICAGO, IL 60654 | Actuarial | $14,375 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 13.49% | 14.65%-1.2pp | 8.93%+4.6pp | 10.41%+3.1pp |
| Employer contribution / active EE | $1,322 | $18,218-92.7% | $43,470-97.0% | $14,691-91.0% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |