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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANNING CONSULTANTS2+ years Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 17 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $64,696 | $46,732+38.4% | $156,551-58.7% | $55,167+17.3% |
| Participation rate | 39.5% | 65.8%-26.3pp | 84.0%-44.5pp | 69.0%-29.5pp |
| Annual return | 6.73% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $592 | $2,105-71.9% | $5,501-89.2% | $1,963-69.8% |
| Participant deferral / active EE | $1,189 | $2,204-46.1% | $4,871-75.6% | $3,054-61.1% |
| Admin fee / account holder | $314 | $418-24.8% | $13,028-97.6% | $504-37.6% |