| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Service code 10 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614544 | Accounting | $40,500 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $9,059 |
Annual investment return 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 | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -8.72% | -2.09%-6.6pp | -1.68%-7.0pp | -0.60%-8.1pp |
| Employer contribution / active EE | $88,789 | $29,352+202.5% | $44,959+97.5% | $12,272+623.5% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |