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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $99,653 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 70 · EIN 36-3168081 | Consulting Fees | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,446 | $99,168+106.2% | $96,576+111.7% | $74,440+174.6% |
| Participation rate | 99.7% | 80.7%+19.0pp | 76.0%+23.7pp | 70.7%+29.0pp |
| Annual return | 19.58% | 22.40%-2.8pp | 25.87%-6.3pp | 34.37%-14.8pp |
| Employer contribution / active EE | $3,086 | $2,570+20.1% | $2,965+4.1% | $2,638+17.0% |
| Participant deferral / active EE | $0 | $4,936-100.0% | $4,851-100.0% | $4,529-100.0% |
| Admin fee / account holder | $333 | $225+48.1% | $8,253-96.0% | $348-4.2% |