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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN PLLC Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $10,058 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS FINANCIAL ADVISORS INC Service code 61 115 S LASALLE ST 13W · CHICAGO, IL 60603 | Finders' fees / placement fees | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $120,518 | $47,448+154.0% | $94,993+26.9% | $62,293+93.5% |
| Participation rate | 42.4% | 66.5%-24.1pp | 73.9%-31.5pp | 69.5%-27.2pp |
| Annual return | 13.61% | 22.64%-9.0pp | 27.14%-13.5pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,721 | $2,375+14.6% | $3,317-18.0% | $3,169-14.2% |
| Admin fee / account holder | $132 | $434-69.7% | $4,960-97.3% | $479-72.5% |