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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES3+ years Service code 21 · EIN 20-1171923 | Bank Trustee | $15,000 |
PRAIRIE CAPITAL ADVISORS3+ years Service code 27 OAKBROOK TERRACE TOWER · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $13,500 |
WIPFLI LLP3+ years Filed as: SMITH & GESTELAND, LLP Service code 10 · EIN 39-0857178 | Accounting | $10,367 |
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 | $54,670 | $63,346-13.7% | $92,240-40.7% | $70,126-22.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 25.44% | 530.19%-504.7pp | 176.29%-150.8pp | 73.15%-47.7pp |
| Employer contribution / active EE | $2,073 | $2,471-16.1% | $3,680-43.7% | $2,343-11.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $435 | $3,841-88.7% | $5,194-91.6% | $4,645-90.6% |