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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 | Trustee (bank, trust company, or simi... | $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 | $43,496-76.1% | $161,489-93.6% | $64,340-83.8% |
| Participation rate | 63.5% | 53.5%+10.0pp | 78.7%-15.2pp | 55.2%+8.3pp |
| Annual return | 9.58% | 20.76%-11.2pp | 89.72%-80.1pp | 24.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,309 | $1,996+15.7% | $5,630-59.0% | $2,980-22.5% |
| Admin fee / account holder | $220 | $2,330-90.6% | $16,006-98.6% | $3,703-94.1% |