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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-3608252 50 S LASALLE ST · CHICAGO, IL 60675 | Bank Trustee | $106,267 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Service code 11 · EIN 36-4001764 500 W MADISON, SUITE 3855 · CHICAGO, IL 60651 | Actuarial | $34,991 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 233 S WACKER DR, SUITE 8350 · CHICAGO, IL 60606 | Actuarial | $24,764 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | -5.32% | -0.69%-4.6pp | -0.33%-5.0pp | -0.69%-4.6pp |
| Employer contribution / active EE | $9,474 | $16,786-43.6% | $25,782-63.3% | $16,786-43.6% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |