Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHARON L. WAY1+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $61,314 |
KATHI L. MEYER CLINTON1+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $53,283 |
JAMES R. MOLSTER1+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $46,700 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,045 |
CORY A TYSON1+ years Filed as: CORY A. MARCHBANKS Service code 55 PO BOX 10216 · CHICAGO, IL 60610 | Other Commissions | $26,733 |
BRIAN FREEMAN1+ years Filed as: BRIAN P. DEVLIN Service code 55 121 GILLICK STREET · PARK RIDGE, IL 60068 | Other Commissions | $26,505 |
RALPH BERGER, ESQ1+ years Filed as: RALPH E. VARLAND Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $15,918 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD R. LEHR Service code 55 4980 N MARINE DRIVE · CHICAGO, IL 60640 | Other Commissions | $9,065 |
AARON H. KIM1+ years Service code 55 3714 S SANGAMON STREET · CHICAGO, IL 60609 | Other Commissions | $5,391 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,918 | $46,516+142.7% | $147,618-23.5% | $69,651+62.1% |
| Participation rate | 66.3% | 65.8%+0.5pp | 84.6%-18.3pp | 66.6%-0.2pp |
| Annual return | 9.43% | 9.48%0pp | 61.98%-52.6pp | 53.77%-44.3pp |
| Employer contribution / active EE | $2,074 | $1,393+48.9% | $5,564-62.7% | $2,241-7.4% |
| Participant deferral / active EE | $4,811 | $2,719+76.9% | $4,895-1.7% | $3,635+32.3% |
| Admin fee / account holder | $4 | $45-91.9% | $11,612-100.0% | $63-94.3% |