Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ILLINOIS ADVOCATES LLC2+ years Service code 29 · EIN 46-1047517 | Legal | $17,243 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY AND KIENER, L.L.P. Service code 10 · EIN 36-2152389 | Accounting | $8,000 |
ELITE ADMINISTRATION1 year Filed as: ELITE ADMINISTRATION & INSURANCE Service code 12 · EIN 36-2338689 | Recordkeeping fees; Other fees; Claim... | $5,441 |
AMALGAMATED BANK2+ years Service code 28 · EIN 36-0721895 | Investment Management | $655 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,750 | $39,948-85.6% | $89,435-93.6% | $73,412-92.2% |
| Participation rate | 100.0% | 50.4%+49.6pp | 68.0%+32.0pp | 72.2%+27.8pp |
| Annual return | 26.88% | 50.12%-23.2pp | 245.55%-218.7pp | 59.30%-32.4pp |
| Employer contribution / active EE | $3,408 | $1,200+184.1% | $2,587+31.7% | $2,234+52.6% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,806-100.0% |
| Admin fee / account holder | $296 | $134+120.3% | $4,884-93.9% | $158+87.2% |