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| Provider | Service type | Compensation |
|---|---|---|
TROXELL FINANCIAL2 years Service code 27 214 SOUTH GRAND AVENUE WEST · SPRINGFIELD, IL 62704 | Advisory (Plan) | $72,685 |
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).
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 | $302,446 | $90,064+235.8% | $100,392+201.3% | $77,736+289.1% |
| Participation rate | 71.2% | 81.3%-10.1pp | 81.5%-10.3pp | 70.6%+0.6pp |
| Annual return | 13.68% | 20.61%-6.9pp | 49.45%-35.8pp | 31.26%-17.6pp |
| Employer contribution / active EE | $4,617 | $3,043+51.7% | $3,941+17.1% | $2,728+69.3% |
| Participant deferral / active EE | $9,076 | $8,282+9.6% | $8,090+12.2% | $4,651+95.2% |
| Admin fee / account holder | $141 | $172-18.2% | $7,904-98.2% | $433-67.5% |