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| Provider | Service type | Compensation |
|---|---|---|
BPC3 years Filed as: BPC, INC. Service code 13 · EIN 36-3036100 2110 CLEARLAKE BLVD, SUITE 200 · CHAMPAIGN, IL 618267500 | Contract Administrator | $39,996 |
Filed as: NORTHWESTERN MUTUAL Service code 28 · EIN 39-2018056 4120 BELMONT POINT · CHAMPAIGN, IL 61822 | Investment Management | $31,229 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 230 W. MONROE, STE 310 · CHICAGO, IL 60606 | Accounting | $10,745 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $8,781 |
CAVANAGH & O'HARA4 years Filed as: CAVANAUGH & O'HARA, LLP Service code 29 · EIN 37-1259635 2319 W. JEFFERSON ST. · SPRINGFIELD, IL 62702 | Legal | $7,113 |
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 | $113,519 | $69,383+63.6% | $101,275+12.1% | $73,497+54.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.83% | 18.46%-2.6pp | 46.48%-30.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $4,904 | $2,628+86.6% | $3,660+34.0% | $2,270+116.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $693 | $704-1.6% | $5,948-88.4% | $513+35.0% |