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| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK1+ years Service code 28 · EIN 36-6064763 12015 S. WESTERN AVE. · BLUE ISLAND, IL 60406 | Investment Management | $10,041 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -0.53% | -1.80%+1.3pp | -2.01%+1.5pp | -7.14%+6.6pp |
| Employer contribution / active EE | $5,000 | $14,777-66.2% | $34,453-85.5% | $14,613-65.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |