| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Service code 10 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614544 | Accounting | $75,768 |
BMO HARRIS BANK NA3+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $8,974 |
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 12.40% | 12.03%+0.4pp | 14.41%-2.0pp | 23.90%-11.5pp |
| Employer contribution / active EE | $79,315 | $30,615+159.1% | $45,283+75.2% | $16,539+379.6% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |