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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CIBC PRIVATE WEALTH ADVISORS Service code 27 · EIN 20-0822261 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $75,221 |
Filed as: OCTOBER THREE CONSULTING SERVICES Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $48,467 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUSTCOMPANY Service code 15 1100 ABERNATHY ROAD NE SUITE 400 · ATLANTA, GA 303285646 | Recordkeeping | $21,942 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $36,166 | $36,1660% | $107,664-66.4% | $46,757-22.7% |
| Participation rate | 100.0% | 6.7%+93.3pp | 10.0%+90.0pp | 11.3%+88.7pp |
| Annual return | 18.16% | 10.39%+7.8pp | 337.46%-319.3pp | 10.41%+7.8pp |
| Employer contribution / active EE | $13,254 | $10,969+20.8% | $20,191-34.4% | $14,691-9.8% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $439 | $4390% | $1,663-73.6% | $2,646-83.4% |