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| Provider | Service type | Compensation |
|---|---|---|
MIDLAND STATES BANK1 year Filed as: MIDLAND BANK Service code 24 · EIN 36-2476850 | Discretionary Trustee | $11,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,794 | $47,977-48.3% | $154,114-83.9% | $56,287-56.0% |
| Participation rate | 33.5% | 66.2%-32.7pp | 83.0%-49.6pp | 69.9%-36.4pp |
| Annual return | -5.40% | 3.54%-8.9pp | 735.16%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $300 | $2,169-86.2% | $5,298-94.3% | $2,111-85.8% |
| Participant deferral / active EE | $854 | $2,392-64.3% | $5,081-83.2% | $3,350-74.5% |
| Admin fee / account holder | $121 | $438-72.3% | $13,411-99.1% | $521-76.7% |