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| Provider | Service type | Compensation |
|---|---|---|
BODTKE & STEWARD1+ years Service code 10 · EIN 26-0476485 8919 N. KNOXVILLE AVENUE · PEORIA, IL 61615 | Accounting | $31,332 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 566 W. LAKE STREET · CHICAGO, IL 60661 | Accounting | $9,082 |
CAVANAGH & O'HARA1+ years Filed as: CAVANAUGH & O'HARA Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $5,580 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $1,650 |
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 | $78,849 | $74,089+6.4% | $133,975-41.1% | $55,167+42.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 7.85% | 12.11%-4.3pp | 29.29%-21.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $6,612 | $3,064+115.8% | $5,211+26.9% | $1,963+236.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $380 | $458-17.0% | $9,324-95.9% | $504-24.5% |