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 | $924,633 |
SEYFARTH SHAW LLP3 years Service code 99 · EIN 36-2152202 | Other Fees | $173,587 |
JAMES R. MOLSTER4+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $63,788 |
SHARON L. WAY4+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $61,364 |
KATHI L. MEYER CLINTON4+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $53,743 |
AARON H. KIM4+ years Service code 55 | Other Commissions | $32,426 |
BRIAN FREEMAN4+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $4,834 |
AARON H. KIM3 years Filed as: AARON H KIM Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $0 |
BRIAN FREEMAN3 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 | $126,957 | $46,969+170.3% | $154,110-17.6% | $73,367+73.0% |
| Participation rate | 69.0% | 72.4%-3.3pp | 83.0%-14.0pp | 69.5%-0.4pp |
| Annual return | -4.09% | 821.68%-825.8pp | 735.22%-739.3pp | 173.45%-177.5pp |
| Employer contribution / active EE | $1,838 | $1,723+6.6% | $5,298-65.3% | $2,499-26.5% |
| Participant deferral / active EE | $5,455 | $3,162+72.5% | $5,081+7.4% | $4,033+35.3% |
| Admin fee / account holder | $107 | $47+130.6% | $13,412-99.2% | $68+57.2% |