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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,407 | $49,915-79.2% | $154,803-93.3% | $74,304-86.0% |
| Participation rate | 63.5% | 54.0%+9.6pp | 78.1%-14.5pp | 60.3%+3.2pp |
| Annual return | 9.58% | 34.06%-24.5pp | 58.88%-49.3pp | 29.43%-19.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,309 | $2,255+2.4% | $5,540-58.3% | $3,767-38.7% |
| Admin fee / account holder | $220 | $2,189-90.0% | $14,329-98.5% | $2,969-92.6% |