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| Provider | Service type | Compensation |
|---|---|---|
BODTKE & STEWART, CPAS1 year Filed as: BODTKE CHARTERED D/B/A BODTKE & STE Service code 10 · EIN 20-4055370 8919 N. KNOXVILLE AVENUE · PEORIA, IL 61615 | Accounting | $39,996 |
CAVANAGH & O'HARA1 year Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $10,496 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $9,108 |
ASCENSUS LLC2+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,617 | $89,739-1.2% | $149,721-40.8% | $62,293+42.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 13.45% | 21.01%-7.6pp | 1501.67%-1488.2pp | 28.90%-15.4pp |
| Employer contribution / active EE | $5,935 | $3,233+83.6% | $5,444+9.0% | $2,042+190.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $431 | $551-21.8% | $11,282-96.2% | $479-10.1% |