Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $216,504 |
RSM US LLP4 years Filed as: RSM US LLP. Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $28,350 |
GREATBANC TRUST COMPANY7 years Service code 27 · EIN 36-3681493 | Advisory (Plan) | $19,875 |
Filed as: STOUT RISIUS ROSS, LLC. Service code 10 PO BOX 71770 · CHICAGO, IL 60694 | Accounting | $19,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,525 | $55,694+12.3% | $81,844-23.6% | $199,960-68.7% |
| Participation rate | 98.8% | 62.7%+36.2pp | 72.4%+26.5pp | 72.0%+26.8pp |
| Annual return | 14.47% | 19.59%-5.1pp | 778.87%-764.4pp | 34.28%-19.8pp |
| Employer contribution / active EE | $2,255 | $2,114+6.7% | $2,916-22.7% | $3,036-25.7% |
| Participant deferral / active EE | $6,309 | $3,299+91.3% | $4,323+45.9% | $5,087+24.0% |
| Admin fee / account holder | $87 | $348-75.1% | $7,355-98.8% | $269-67.8% |