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 | $963,811 |
SEYFARTH SHAW LLP4 years Service code 99 · EIN 36-2152202 | Other Fees | $146,039 |
JAMES R. MOLSTER5+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $63,257 |
KATHI L. MEYER CLINTON5+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $59,646 |
SHARON L. WAY5+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $56,809 |
AARON H. KIM5+ years Service code 55 | Other Commissions | $28,080 |
BRIAN FREEMAN5+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $10,842 |
AARON H. KIM4 years Filed as: AARON H KIM Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $0 |
BRIAN FREEMAN4 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 | $150,332 | $58,202+158.3% | $172,757-13.0% | $89,609+67.8% |
| Participation rate | 63.5% | 72.8%-9.4pp | 82.6%-19.2pp | 69.6%-6.1pp |
| Annual return | 21.21% | 61.59%-40.4pp | 803.06%-781.8pp | 33.65%-12.4pp |
| Employer contribution / active EE | $2,208 | $1,759+25.5% | $5,144-57.1% | $2,584-14.6% |
| Participant deferral / active EE | $5,166 | $3,335+54.9% | $5,198-0.6% | $4,222+22.3% |
| Admin fee / account holder | $106 | $53+101.7% | $13,956-99.2% | $72+48.0% |