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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FOREST CAPITAL MANAGEMENT, LLC Service code 27 · EIN 46-5576228 420 W. HURON STREET · LAKE FOREST, IL 60654 | Advisory (Plan) | $19,939 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $16,477 |
PLAN DESIGN PARTNERS2 years Service code 15 · EIN 47-4016774 112 HARRISON ST. · PEORIA, IL 61602 | Recordkeeping | $11,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,039 | $73,638-7.6% | $95,956-29.1% | $73,493-7.4% |
| Participation rate | 29.4% | 76.2%-46.8pp | 77.1%-47.7pp | 70.7%-41.3pp |
| Annual return | 11.41% | 16.78%-5.4pp | 91.63%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $996 | $1,863-46.5% | $2,541-60.8% | $2,270-56.1% |
| Participant deferral / active EE | $1,790 | $3,617-50.5% | $4,167-57.0% | $3,740-52.1% |
| Admin fee / account holder | $516 | $482+7.0% | $6,797-92.4% | $513+0.6% |