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| Provider | Service type | Compensation |
|---|---|---|
THE PRIVATEBANK2 years Service code 20 120 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment advisory (plan); Trustee (... | $9,327 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $5,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,357 | $59,535-32.2% | $90,161-55.2% | $62,293-35.2% |
| Participation rate | 64.8% | 73.0%-8.3pp | 76.9%-12.1pp | 69.5%-4.8pp |
| Annual return | 18.79% | 23.53%-4.7pp | 34.89%-16.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $936 | $1,826-48.7% | $3,318-71.8% | $2,042-54.2% |
| Participant deferral / active EE | $3,359 | $4,639-27.6% | $5,287-36.5% | $3,169+6.0% |
| Admin fee / account holder | $175 | $337-48.0% | $5,943-97.1% | $479-63.5% |