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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF ILLINOIS1+ years Service code 27 · EIN 36-3880930 | Advisory (Plan) | $24,065 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $40 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,741 | $37,117-68.4% | $147,617-92.0% | $55,191-78.7% |
| Participation rate | 62.5% | 63.6%-1.2pp | 84.6%-22.2pp | 69.2%-6.7pp |
| Annual return | -2.69% | 3.44%-6.1pp | 61.98%-64.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $523 | $1,620-67.7% | $5,564-90.6% | $1,899-72.5% |
| Participant deferral / active EE | $1,131 | $1,985-43.0% | $4,895-76.9% | $3,046-62.9% |
| Admin fee / account holder | $88 | $86+2.8% | $11,612-99.2% | $91-3.1% |