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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $8,278 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES INC. Service code 13 · EIN 34-1310124 PO BOX 1020 · NEW PHILADELPHIA, OH 44663 | Contract Administrator | $4,352 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,409 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,712 | $66,459-17.7% | $81,353-32.7% | $77,736-29.6% |
| Participation rate | 39.5% | 68.7%-29.2pp | 69.5%-30.1pp | 70.6%-31.1pp |
| Annual return | 14.32% | 15.95%-1.6pp | 24.82%-10.5pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,097 | $2,156-49.1% | $2,464-55.5% | $2,728-59.8% |
| Participant deferral / active EE | $1,973 | $3,674-46.3% | $3,885-49.2% | $4,651-57.6% |
| Admin fee / account holder | $277 | $585-52.6% | $5,766-95.2% | $433-36.1% |