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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) | $63,336 |
OCTOBER THREE CONSULTING LLC4 years Filed as: OCTOBER THREE CONSULTING SERVICES Service code 11 · EIN 27-1175487 233 S. WACKER DRIVE SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $34,148 |
RELIANCE TRUST COMPANY5+ years Service code 15 1100 ABERNATHY ROAD NE SUITE 400 · ATLANTA, GA 303285646 | Recordkeeping | $5,933 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 13.76% | 10.61%+3.1pp | 10.57%+3.2pp | 9.29%+4.5pp |
| Employer contribution / active EE | $42,391 | $9,838+330.9% | $18,335+131.2% | $15,168+179.5% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |