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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $204,784 |
BENEFIT PLANNING SERVICES INC2+ years Service code 13 · EIN 13-4058106 929 S. ALPINE RD., SUITE 402 · ROCKFORD, IL 61108 | Contract Administrator | $105,422 |
FIRST TRUST ADVISORS LP2+ years Filed as: FIRST TRUST ADVISORS Service code 28 · EIN 36-3788904 | Investment Management | $73,085 |
DOWD, BLOCH & BENNETT2+ years Filed as: DOWD, BENNETT, CERVONE, AUERBACH & Service code 29 YOKICHI · CHICAGO, IL 60603 | Legal | $71,640 |
NORTH CENTRAL ILLINOIS LABORER'S2+ years Filed as: NORTH CENTRAL ILLINOIS LABORER'S FU Service code 99 · EIN 36-0896217 4208 W. PARTRIDGE WAY, UNIT 3 · PEORIA, IL 61615 | Other Fees | $20,000 |
NFP RETIREMENT INC2+ years Filed as: NFP PROPERTY & CASUALTY Service code 23 707 WESTCHESTER AVE #201 · WHITE PLAINS, NY 10604 | Insurance services | $14,113 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 4949 HARRISON AVE, SUITE 300 · ROCKFORD, IL 61108 | Accounting | $13,750 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,603 | $177,276-91.8% | $86,581-83.1% | $177,276-91.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.5%+26.5pp | 74.8%+25.2pp |
| Annual return | 6.61% | 21.25%-14.6pp | 965.06%-958.5pp | 21.25%-14.6pp |
| Employer contribution / active EE | $1,428 | $2,479-42.4% | $2,840-49.7% | $2,479-42.4% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,609-100.0% | $3,881-100.0% |
| Admin fee / account holder | $84 | $154-45.3% | $4,904-98.3% | $154-45.3% |