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 | $1,004,976 |
SEYFARTH SHAW LLP5 years Service code 99 · EIN 36-2152202 | Other Fees | $144,511 |
JAMES R. MOLSTER6+ years Service code 55 1 CORPORATE LAKES, SUITE 100 · LISLE, IL 60532 | Other Commissions | $73,566 |
KATHI L. MEYER CLINTON6+ years Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $57,809 |
SHARON L. WAY6+ years Service code 55 2 CRESCENT CT · MONTGOMERY, IL 60538 | Other Commissions | $57,809 |
AARON H. KIM6+ years Service code 55 | Other Commissions | $22,471 |
BRIAN FREEMAN6+ years Filed as: BRIAN P. DEVLIN Service code 55 | Other Commissions | $8,457 |
AARON H. KIM5 years Filed as: AARON H KIM Service code 55 2525 CABOT DRIVE · LISLE, IL 60532 | Other Commissions | $0 |
BRIAN FREEMAN5 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,682 | $66,513+131.1% | $178,510-13.9% | $106,273+44.6% |
| Participation rate | 68.0% | 73.8%-5.8pp | 81.9%-14.0pp | 70.8%-2.8pp |
| Annual return | 16.74% | 21.81%-5.1pp | 151.13%-134.4pp | 21.70%-5.0pp |
| Employer contribution / active EE | $2,290 | $1,776+28.9% | $5,011-54.3% | $2,722-15.9% |
| Participant deferral / active EE | $5,713 | $3,679+55.3% | $5,202+9.8% | $4,601+24.2% |
| Admin fee / account holder | $99 | $53+84.2% | $13,988-99.3% | $78+25.7% |