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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $167,834 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $60,778 |
LIPSCHULTZ, LEVIN & GRAY1 year Filed as: LIPSCHULTZ LEVIN & GRAY LLC Service code 10 · EIN 36-2260623 425 HUEHL RD · NORTHBROOK, IL 60062 | Accounting | $18,500 |
TOTAL SWEETENERS INC BATORY FOODS1 year Service code 25 · EIN 36-3005310 10255 W HIGGINS ROAD · ROSEMONT, IL 60018 | Directed Trustee | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,637 | $116,081+85.8% | $156,181+38.1% | $79,634+170.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 78.8%+21.2pp | 62.5%+37.5pp |
| Annual return | 16.86% | 15.89%+1.0pp | 64.87%-48.0pp | 36.46%-19.6pp |
| Employer contribution / active EE | $7,631 | $2,828+169.8% | $4,294+77.7% | $2,529+201.7% |
| Participant deferral / active EE | $7,265 | $4,584+58.5% | $6,132+18.5% | $3,835+89.5% |
| Admin fee / account holder | $460 | $854-46.2% | $14,586-96.8% | $1,002-54.1% |