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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-6064763 12015 S. WESTERN AVE. · BLUE ISLAND, IL 60406 | Investment Management | $10,917 |
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Employer contribution per participant 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 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | 0.54% | -41.92%+42.5pp | -38.86%+39.4pp | -14.65%+15.2pp |
| Employer contribution / active EE | $3,000 | $40,095-92.5% | $37,752-92.1% | $46,321-93.5% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |