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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 50 · EIN 52-1796473 | Direct Payment | $26,262 |
Filed as: JACOBS, BURNS, ORLOVE, HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $14,684 |
Filed as: STRATEGIC CAPITAL INV ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
Service code 10 · EIN 30-0510353 | Accounting | $9,287 |
OLD SECOND BANK1 year Service code 21 37 S. RIVER ST. · AURORA, IL 60506 | Bank Trustee | $8,854 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,746 | $106,351-77.7% | $105,223-77.4% | $103,975-77.2% |
| Participation rate | 97.6% | 80.0%+17.7pp | 75.0%+22.6pp | 72.5%+25.1pp |
| Annual return | 13.65% | 11.69%+2.0pp | 180.65%-167.0pp | 19.41%-5.8pp |
| Employer contribution / active EE | $2,440 | $5,336-54.3% | $3,689-33.8% | $3,722-34.4% |
| Participant deferral / active EE | $1,185 | $3,221-63.2% | $5,072-76.6% | $5,343-77.8% |
| Admin fee / account holder | $207 | $316-34.6% | $8,859-97.7% | $332-37.9% |