Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK1+ years Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $122,041 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $44,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,387 | $72,770+62.7% | $67,652+75.0% | $55,191+114.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -33.36% | -3.26%-30.1pp | 6625.40%-6658.8pp | 10.78%-44.1pp |
| Employer contribution / active EE | $4,294 | $1,769+142.7% | $2,266+89.5% | $1,899+126.1% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $458 | $79+481.3% | $4,821-90.5% | $91+404.7% |