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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT1 year Service code 27 · EIN 37-0613731 | Advisory (Plan) | $66,281 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $21,464 |
WINTRUST INVESTMENTS LLC2 years Service code 99 · EIN 36-1245570 | Other Fees | $8,333 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,108 | $44,764+121.4% | $68,791+44.1% | $64,808+52.9% |
| Participation rate | 61.8% | 64.8%-3.0pp | 69.0%-7.2pp | 71.5%-9.7pp |
| Annual return | -13.90% | -10.91%-3.0pp | -6.38%-7.5pp | 32.82%-46.7pp |
| Employer contribution / active EE | $1,821 | $1,775+2.6% | $2,655-31.4% | $2,506-27.3% |
| Participant deferral / active EE | $3,425 | $3,238+5.8% | $3,941-13.1% | $4,310-20.5% |
| Admin fee / account holder | $408 | $151+169.9% | $4,932-91.7% | $188+117.5% |