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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 940 N INDUSTRIAL DR · ELMHURST, IL 60126 | Advisory (Plan) | $33,218 |
MOWERY & SCHOENFELD LLC2 years Service code 10 475 HALF DAY RD STE 500 · LINCOLNSHIRE, IL 60069 | Accounting | $16,250 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,890 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,450 | $54,193+7.9% | $93,669-37.6% | $77,714-24.8% |
| Participation rate | 46.6% | 63.9%-17.3pp | 68.7%-22.1pp | 70.6%-24.0pp |
| Annual return | 14.67% | 30.54%-15.9pp | 133.59%-118.9pp | 31.26%-16.6pp |
| Employer contribution / active EE | $913 | $1,168-21.9% | $2,424-62.3% | $2,727-66.5% |
| Participant deferral / active EE | $3,219 | $3,144+2.4% | $4,416-27.1% | $4,649-30.8% |
| Admin fee / account holder | $368 | $576-36.0% | $8,291-95.6% | $433-15.0% |