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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT2 years Filed as: BUSEY BANK Service code 21 · EIN 37-0613731 | Bank Trustee | $19,369 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $12,994 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 | Recordkeeping | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCWHAB TRUST CO Service code 18 | Custodial (other than securities) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,868 | $58,879-69.7% | $178,490-90.0% | $73,488-75.7% |
| Participation rate | 83.1% | 66.2%+16.9pp | 81.9%+1.2pp | 70.7%+12.4pp |
| Annual return | 3.89% | 24.86%-21.0pp | 151.07%-147.2pp | 28.51%-24.6pp |
| Employer contribution / active EE | $1,104 | $2,236-50.6% | $5,011-78.0% | $2,270-51.4% |
| Participant deferral / active EE | $1,621 | $2,567-36.9% | $5,202-68.8% | $3,740-56.6% |
| Admin fee / account holder | $139 | $400-65.2% | $13,984-99.0% | $513-72.9% |