| Provider | Service type | Compensation |
|---|---|---|
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Service code 10 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614544 | Accounting | $68,136 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Bank Trustee | $12,537 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 4.64% | 6915.14%-6910.5pp | 380.71%-376.1pp | 627.08%-622.4pp |
| Employer contribution / active EE | $0 | $39,618-100.0% | $45,089-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |