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| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK7+ years Service code 15 · EIN 36-6064763 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $12,818 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,447 | $56,540-97.4% | $185,849-99.2% | $86,821-98.3% |
| Participation rate | 47.9% | 65.5%-17.7pp | 81.7%-33.9pp | 72.3%-24.4pp |
| Annual return | 25.70% | 118.20%-92.5pp | 122.10%-96.4pp | 97.94%-72.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $21 | $150-85.9% | $16,244-99.9% | $170-87.6% |