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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS4+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Pension Consulting | $4,236 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $672 |
COZAD ASSET MANAGEMENT1 year Filed as: COZAD ASSET MANAGEMENT INC Service code 26 · EIN 37-0958133 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,970 | $37,196-24.8% | $154,114-81.9% | $55,725-49.8% |
| Participation rate | 30.6% | 64.1%-33.5pp | 83.0%-52.4pp | 70.9%-40.2pp |
| Annual return | -7.51% | 1319.68%-1327.2pp | 735.16%-742.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $444 | $1,614-72.5% | $5,298-91.6% | $2,078-78.6% |
| Participant deferral / active EE | $781 | $2,068-62.2% | $5,081-84.6% | $3,356-76.7% |
| Admin fee / account holder | $316 | $102+211.3% | $13,411-97.6% | $115+174.6% |