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| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK4+ years Service code 15 · EIN 36-6064763 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $11,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $921 | $37,196-97.5% | $154,108-99.4% | $55,725-98.3% |
| Participation rate | 56.9% | 64.1%-7.1pp | 83.0%-26.1pp | 70.9%-13.9pp |
| Annual return | -5.60% | 1319.68%-1325.3pp | 735.21%-740.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $18 | $102-82.5% | $13,411-99.9% | $115-84.6% |