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| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK6 years Service code 21 · EIN 36-1577458 37 S. RIVER ST · AURORA, IL 60506 | Bank Trustee | $79,941 |
RETIREMENT DIRECT6 years Service code 64 11120 TREYNORTH DR · CORNELIUS, NC 28031 | Recordkeeping Fees | $9,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,388 | $62,723-57.9% | $142,874-81.5% | $86,813-69.6% |
| Participation rate | 55.8% | 62.6%-6.8pp | 72.0%-16.2pp | 72.3%-16.5pp |
| Annual return | 12.25% | 17.62%-5.4pp | 5638.58%-5626.3pp | 97.93%-85.7pp |
| Employer contribution / active EE | $267 | $1,627-83.6% | $4,145-93.6% | $2,406-88.9% |
| Participant deferral / active EE | $1,275 | $3,039-58.0% | $3,838-66.8% | $4,131-69.1% |
| Admin fee / account holder | $223 | $140+59.7% | $6,561-96.6% | $170+31.4% |