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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $285,114 |
TIC INTERNATIONAL CORPORATION4+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $207,495 |
MEKETA INVESTMENT GROUP4+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
WILLIAMS MCCARTHY, LLP4+ years Service code 29 · EIN 20-5568874 | Legal | $110,458 |
DOLAN MCENIRY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 36-4169967 | Investment Management | $89,563 |
RICHARD J. WOLF & COMPANY4+ years Filed as: RICHARD WOLF & COMPANY, INC. Service code 10 · EIN 36-3182363 | Accounting | $85,951 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $27,474 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $24,347 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $20,000 |
BUSEY WEALTH MANAGEMENT1 year Service code 49 6699 N. SHERIDAN RD. · PEORIA, IL 61614 | Other Services | $5,005 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,250 | $110,760-62.8% | $162,185-74.6% | $82,204-49.8% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 7.89% | 22.97%-15.1pp | 115.61%-107.7pp | 26.31%-18.4pp |
| Employer contribution / active EE | $2,423 | $4,437-45.4% | $5,613-56.8% | $2,707-10.5% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $100 | $65+53.4% | $10,844-99.1% | $76+32.2% |