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| Provider | Service type | Compensation |
|---|---|---|
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 13 · EIN 58-2605083 | Contract Administrator | $9,467 |
FIRST BANKERS TRUST SERVICES1+ years Filed as: FIRST BANKERS TRUST SERVICES, INC. Service code 21 · EIN 20-1171923 | Bank Trustee | $5,685 |
GINOLI & COMPANY LTD1+ years Service code 10 · EIN 37-1106622 | Accounting | $2,700 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $975 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC OF PEORIA Service code 13 · EIN 58-2605083 222 NE MONROE SUITE 903 · PEORIA, IL 61602 | Contract Administrator | $600 |
Filed as: MASSACHUSETTS MUTAUL LIFE INS CO Service code 72 | Other investment fees and expenses | $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.
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 | $84,432 | $44,425+90.1% | $67,834+24.5% | $55,167+53.0% |
| Participation rate | 51.4% | 59.7%-8.3pp | 68.8%-17.4pp | 69.0%-17.6pp |
| Annual return | 3.75% | 17.80%-14.1pp | 138.47%-134.7pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,366 | $2,166-36.9% | $3,160-56.8% | $3,054-55.3% |
| Admin fee / account holder | $9 | $530-98.3% | $4,622-99.8% | $504-98.2% |