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| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK7+ years Service code 28 · EIN 36-6064763 12015 S. WESTERN AVE. · BLUE ISLAND, IL 60406 | Investment Management | $10,865 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -0.55% | 10.53%-11.1pp | 10.75%-11.3pp | 9.30%-9.9pp |
| Employer contribution / active EE | $9,263 | $37,404-75.2% | $35,165-73.7% | $43,746-78.8% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |