Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK5+ years Service code 15 · EIN 36-6064763 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $11,129 |
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 | $1,110 | $62,928-98.2% | $172,753-99.4% | $67,582-98.4% |
| Participation rate | 57.7% | 64.5%-6.8pp | 82.6%-25.0pp | 71.3%-13.6pp |
| Annual return | 27.12% | 30.36%-3.2pp | 803.00%-775.9pp | 378.57%-351.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $18 | $167-89.2% | $13,956-99.9% | $142-87.4% |