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| Provider | Service type | Compensation |
|---|---|---|
CHRIS MCDANIEL1+ years Filed as: CHRIS ELLER Service code 27 1403 13TH AVENUE · MENDOTA, IL 61342 | Advisory (Plan) | $35,069 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 15 · EIN 35-0921680 | Recordkeeping | $11,708 |
EPLAN ADVISORS, LLC1+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $9,972 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,101 | $70,667-71.6% | $123,105-83.7% | $52,331-61.6% |
| Participation rate | 70.5% | 83.7%-13.2pp | 86.8%-16.3pp | 68.1%+2.4pp |
| Annual return | -5.87% | 6.23%-12.1pp | 13.22%-19.1pp | 4.54%-10.4pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,473 | $4,493-0.4% | $6,229-28.2% | $3,022+48.0% |
| Admin fee / account holder | $251 | $506-50.4% | $9,014-97.2% | $592-57.6% |