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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES2+ years Service code 21 · EIN 20-1171923 | Bank Trustee | $15,350 |
PRAIRIE CAPITAL ADVISORS2+ years Service code 27 OAKBROOK TERRACE TOWER · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $12,937 |
WIPFLI LLP2+ years Filed as: SMITH & GESTELAND, LLP Service code 10 · EIN 39-0857178 | Accounting | $8,100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,204 | $56,894-24.1% | $84,753-49.0% | $62,881-31.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 18.74% | 6.30%+12.4pp | 22.78%-4.0pp | 20.14%-1.4pp |
| Employer contribution / active EE | $1,992 | $2,400-17.0% | $3,574-44.3% | $2,281-12.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $409 | $3,581-88.6% | $5,333-92.3% | $4,296-90.5% |