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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT1+ years Filed as: BUSEY TRUST COMPANY Service code 21 · EIN 37-1205455 PO BOX 260 · CHAMPAIGN, IL 618240260 | Bank Trustee | $0 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
STRIEGEL KNOBLOCH & COMPANY, LLC1+ years Filed as: STRIEGEL KNOBLOCK AND CO LLC Service code 10 · EIN 37-1122831 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,429 | $29,369+30.9% | $77,552-50.4% | $73,412-47.7% |
| Participation rate | 9.0% | 37.9%-28.9pp | 54.2%-45.1pp | 72.2%-63.1pp |
| Annual return | 15.70% | 358.15%-342.5pp | 54.82%-39.1pp | 59.30%-43.6pp |
| Employer contribution / active EE | $46 | $406-88.7% | $987-95.3% | $2,234-97.9% |
| Participant deferral / active EE | $276 | $941-70.7% | $1,861-85.2% | $3,806-92.7% |
| Admin fee / account holder | $162 | $123+31.6% | $2,859-94.3% | $158+2.3% |