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| Provider | Service type | Compensation |
|---|---|---|
BUSEY WEALTH MANAGEMENT1+ years Service code 21 · EIN 37-1351376 | Bank Trustee | $33,440 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $17,327 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST CO. Service code 59 | Shareholder Servicing | $1,937 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,622 | $39,245+67.2% | $64,105+2.4% | $52,331+25.4% |
| Participation rate | 60.2% | 58.2%+1.9pp | 68.2%-8.0pp | 68.1%-7.9pp |
| Annual return | -2.29% | 14.79%-17.1pp | 791.24%-793.5pp | 4.54%-6.8pp |
| Employer contribution / active EE | $390 | $736-47.1% | $1,820-78.6% | $1,882-79.3% |
| Participant deferral / active EE | $1,854 | $1,992-6.9% | $2,822-34.3% | $3,022-38.7% |
| Admin fee / account holder | $571 | $592-3.6% | $4,499-87.3% | $592-3.5% |