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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $13,595 |
FGMK, LLC4 years Service code 10 · EIN 36-2929601 | Accounting | $10,089 |
STRATEGIC FINANCIAL GROUP3 years Service code 26 30 S WACKER DR · CHICAGO, IL 60606 | Advisory (Participants) | $7,195 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,106 | $37,463-49.0% | $77,100-75.2% | $66,949-71.5% |
| Participation rate | 32.0% | 52.9%-21.0pp | 67.9%-36.0pp | 69.8%-37.9pp |
| Annual return | -18.02% | -3.25%-14.8pp | 42.35%-60.4pp | 1.57%-19.6pp |
| Employer contribution / active EE | $783 | $1,535-49.0% | $2,815-72.2% | $2,545-69.2% |
| Participant deferral / active EE | $1,992 | $2,621-24.0% | $4,430-55.0% | $4,239-53.0% |
| Admin fee / account holder | $316 | $568-44.5% | $5,443-94.2% | $594-46.8% |