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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 20-8764829 401 MAIN ST., STE 1000 · PEORIA, IL 61602 | Advisory (Plan) | $100,883 |
HEALTHSCOPE BENEFITS4+ years Filed as: HEALTHSCOPE BENEFITS, INC. Service code 14 · EIN 71-0847266 8901 OTIS AVE,STE 200 · INDIANAPOLIS, IN 46216 | Plan Administrator | $77,250 |
PINNACLE ASSOCIATES LTD4+ years Filed as: PINNACLE ASSOCIATES, LTD. Service code 28 · EIN 13-3220717 335 MADISON AVE., SUITE 1100 · NEW YORK, NY 10017 | Investment Management | $63,375 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 606061724 | Actuarial | $52,193 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE, SUITE 2350 · MILWAUKEE, WI 532025310 | Investment Management | $35,071 |
COMMERCE BANK4+ years Filed as: THE COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $31,569 |
Filed as: BAUM SIGMAN AUERBACH & NEUMANN, LTD Service code 29 · EIN 36-2744057 200 W ADAMS ST, STE 2200 · CHICAGO, IL 606065231 | Legal | $30,024 |
BUSEY WEALTH MANAGEMENT1 year Filed as: BUSY WEALTH MANAGEMENT Service code 19 · EIN 37-0613731 | Securities Custodian | $24,108 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 566 W LAKE ST, STE 300 · CHICAGO, IL 60614 | Accounting | $18,175 |
ROMOLO & ASSOCIATES4+ years Filed as: ROMOLO & ASSOCIATE CPA Service code 10 · EIN 37-1077733 1700 W. LUTHY DR. · PEORIA, IL 61615 | Accounting | $8,118 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 3.28% | 33.70%-30.4pp | 14.64%-11.4pp | 53.27%-50.0pp |
| Employer contribution / active EE | $16,830 | $14,473+16.3% | $41,831-59.8% | $14,774+13.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |