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| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK6+ years Service code 28 · EIN 36-6064763 12015 S. WESTERN AVE. · BLUE ISLAND, IL 60406 | Investment Management | $10,737 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $224,072-100.0% | $220,428-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | -0.11% | 99.74%-99.8pp | 90.61%-90.7pp | 259.17%-259.3pp |
| Employer contribution / active EE | $7,304 | $35,080-79.2% | $32,730-77.7% | $41,471-82.4% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |