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| Provider | Service type | Compensation |
|---|---|---|
MWM CONSULTING GROUP5+ years Service code 11 · EIN 36-3870584 | Actuarial | $43,282 |
FIRST MIDWEST BANK5+ years Filed as: FIRST MIDWEST BANK TRUST DIVISON Service code 27 · EIN 36-6064763 | Advisory (Plan) | $28,937 |
MUELLER & CO, LLP1 year Filed as: MUELLER & CO., LLP Service code 10 · EIN 36-2658780 | Accounting | $14,725 |
NIXON PEABODY LLP5+ years Service code 29 · EIN 16-0764720 | Legal | $4,020 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | -0.37% | 8.51%-8.9pp | 9.65%-10.0pp | 9.29%-9.7pp |
| Employer contribution / active EE | $314 | $7,965-96.1% | $27,458-98.9% | $15,168-97.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |