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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES, INC. Service code 17 · EIN 36-2782306 300 W ADAMS ST · CHICAOG, IL 60606 | Pension Consulting | $9,000 |
GROSKREUTZ, ABRAHAM, ESHLEMAN2+ years Filed as: GROSKREUTZ, SCHMIDT, ABRAHAM, ESHEL Service code 10 · EIN 36-2664260 1949 WEST COURT STREET · KANKAKEE, IL 60901 | Accounting | $6,900 |
AMERICAN REALTY ADVISORS2+ years Filed as: FIRST AMERICAN BANK Service code 15 · EIN 36-2782306 218 W MAIN STREET · DUNDEE, IL 60018 | Recordkeeping | $4,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $54,541-100.0% | $78,778-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.2%-69.2pp | 69.5%-69.5pp |
| Annual return | 14.20% | 21.07%-6.9pp | 35.62%-21.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $177 | $1,089-83.8% | $1,986-91.1% | $2,343-92.4% |
| Participant deferral / active EE | $1,102 | $2,210-50.1% | $2,958-62.8% | $3,332-66.9% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |