Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $989,562 |
SEYFARTH SHAW LLP2 years Service code 99 · EIN 36-2152202 | Other Fees | $128,701 |
JAMES R. MOLSTER3+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $64,097 |
SHARON L. WAY3+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $60,252 |
KATHI L. MEYER CLINTON3+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $48,199 |
RALPH BERGER, ESQ3+ years Filed as: RALPH E. VARLAND Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $14,032 |
AARON H. KIM3+ years Service code 55 | Other Commissions | $10,046 |
BRIAN FREEMAN3+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $5,493 |
AARON H. KIM2 years Filed as: AARON H KIM Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $0 |
BRIAN FREEMAN2 years Filed as: BRIAN P DEVLIN Service code 55 121 GILLICK STREET · PARK RIDGE, IL 60068 | Other Commissions | $0 |
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 | $137,012 | $53,684+155.2% | $170,435-19.6% | $80,976+69.2% |
| Participation rate | 68.1% | 69.2%-1.1pp | 83.6%-15.5pp | 68.3%-0.2pp |
| Annual return | 16.92% | 25.97%-9.1pp | 205.94%-189.0pp | 22.91%-6.0pp |
| Employer contribution / active EE | $2,178 | $1,642+32.7% | $5,432-59.9% | $2,402-9.3% |
| Participant deferral / active EE | $5,060 | $3,017+67.7% | $4,939+2.4% | $3,848+31.5% |
| Admin fee / account holder | $102 | $46+120.4% | $13,881-99.3% | $67+51.4% |