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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT5 years Service code 10 · EIN 37-0613731 | Accounting | $103,878 |
Service code 14 · EIN 16-1450952 | Plan Administrator | $33,660 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,505 | $54,674+451.5% | $76,089+296.3% | $74,429+305.1% |
| Participation rate | 83.4% | 60.3%+23.1pp | 69.1%+14.3pp | 67.2%+16.2pp |
| Annual return | 9.94% | 31.89%-21.9pp | 360.94%-351.0pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $10,374 | $1,781+482.5% | $2,690+285.7% | $2,625+295.2% |
| Participant deferral / active EE | $3,481 | $3,071+13.3% | $4,259-18.3% | $4,348-20.0% |
| Admin fee / account holder | $692 | $2,238-69.1% | $6,418-89.2% | $1,944-64.4% |