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| Provider | Service type | Compensation |
|---|---|---|
BPC2 years 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 PLLC4+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $9,250 |
CAVANAGH & O'HARA3 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $5,700 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $975 |
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 | $99,517 | $98,982+0.5% | $162,185-38.6% | $65,186+52.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 1.51% | 24.84%-23.3pp | 115.61%-114.1pp | 29.39%-27.9pp |
| Employer contribution / active EE | $6,142 | $3,467+77.2% | $5,613+9.4% | $2,177+182.1% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $411 | $596-31.2% | $10,844-96.2% | $847-51.5% |