Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RSM US LLP3 years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $50,000 |
VERISIGHT, INC.4+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $38,570 |
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 | $89,890 | $65,118+38.0% | $76,767+17.1% | $55,725+61.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -4.68% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $10,376 | $1,941+434.6% | $2,485+317.5% | $2,078+399.3% |
| Participant deferral / active EE | $4,097 | $3,688+11.1% | $3,852+6.4% | $3,356+22.1% |
| Admin fee / account holder | $103 | $116-10.8% | $6,675-98.5% | $115-10.2% |