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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT2+ years Service code 21 · EIN 37-1351376 | Bank Trustee | $13,768 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $13,392 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 18 | Custodial (other than securities) | $649 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,973 | $55,453-56.8% | $170,442-85.9% | $62,292-61.5% |
| Participation rate | 68.6% | 66.4%+2.2pp | 83.6%-15.0pp | 69.5%-0.9pp |
| Annual return | 14.66% | 21.38%-6.7pp | 205.93%-191.3pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,510 | $2,164-30.2% | $5,433-72.2% | $2,042-26.1% |
| Participant deferral / active EE | $2,085 | $2,303-9.4% | $4,939-57.8% | $3,169-34.2% |
| Admin fee / account holder | $222 | $455-51.3% | $13,880-98.4% | $479-53.8% |