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| Provider | Service type | Compensation |
|---|---|---|
BPC1 year Filed as: BPC, INC. Service code 13 · EIN 36-3036100 2110 CLEARLAKE BLVD, SUITE 200 · CHAMPAIGN, IL 618267500 | Contract Administrator | $39,996 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $9,000 |
CAVANAGH & O'HARA2 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $5,060 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $1,980 |
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 | $100,419 | $79,523+26.3% | $140,019-28.3% | $56,289+78.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 12.11% | 2.39%+9.7pp | 651.17%-639.1pp | -9.96%+22.1pp |
| Employer contribution / active EE | $6,906 | $3,350+106.1% | $5,605+23.2% | $2,111+227.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $396 | $614-35.5% | $10,705-96.3% | $521-24.0% |