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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $23,247 |
Service code 27 · EIN 20-5122562 2801 LAKESIDE DRIVE · BANNOCKURN, IL 60015 | Advisory (Plan) | $14,878 |
Service code 13 · EIN 20-8154051 420 W GRAND AVE · CHICAGO, IL 60654 | Contract Administrator | $12,015 |
Filed as: MID-ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Custodial (other than securities); Tr... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $46,688-77.7% | $189,758-94.5% | $69,733-85.1% |
| Participation rate | 63.5% | 61.7%+1.8pp | 79.8%-16.3pp | 62.5%+1.1pp |
| Annual return | 9.58% | 14.35%-4.8pp | 52.62%-43.0pp | 15.22%-5.6pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $4,767-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $2,309 | $2,143+7.8% | $5,856-60.6% | $3,054-24.4% |
| Admin fee / account holder | $220 | $1,700-87.1% | $20,388-98.9% | $3,102-92.9% |