| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Service code 10 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614544 | Accounting | $54,000 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $6,792 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 9.52% | 5.09%+4.4pp | 4.74%+4.8pp | 7.18%+2.3pp |
| Employer contribution / active EE | $92,965 | $33,192+180.1% | $46,220+101.1% | $13,095+609.9% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |