| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRICEWATERHOUSECOOPERS Service code 11 · EIN 13-4008324 | Actuarial | $112,970 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Service code 27 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614544 | Advisory (Plan) | $50,252 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $31,200 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $7,162 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | -0.22% | 9.93%-10.2pp | 9.78%-10.0pp | 9.30%-9.5pp |
| Employer contribution / active EE | $0 | $49,425-100.0% | $46,889-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |