Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.3+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $60,624 |
RSM US LLP2 years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $140,779 | $69,305+103.1% | $82,312+71.0% | $69,631+102.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.74% | 21.47%-7.7pp | 25.88%-12.1pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $12,769 | $1,887+576.8% | $2,428+425.8% | $2,032+528.3% |
| Participant deferral / active EE | $4,022 | $3,568+12.7% | $3,706+8.5% | $3,224+24.8% |
| Admin fee / account holder | $175 | $97+80.1% | $5,608-96.9% | $110+58.5% |