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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT1 year Service code 27 · EIN 37-1351376 | Advisory (Plan) | $9,231 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $8,001 |
Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,500 | $31,388-25.1% | $73,550-68.0% | $62,293-62.3% |
| Participation rate | 57.7% | 39.9%+17.8pp | 54.9%+2.8pp | 69.5%-11.8pp |
| Annual return | 11.38% | 25.34%-14.0pp | -15.16%+26.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $178 | $498-64.4% | $1,219-85.4% | $2,042-91.3% |
| Participant deferral / active EE | $967 | $1,028-5.9% | $1,804-46.4% | $3,169-69.5% |
| Admin fee / account holder | $269 | $299-10.1% | $2,320-88.4% | $479-43.8% |