Filed April 23, 2021 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ICAPITAL, LLC1+ years Service code 26 · EIN 76-0708798 | Advisory (Participants) | $28,776 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $16,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,556 | $70,667-48.3% | $123,105-70.3% | $52,331-30.1% |
| Participation rate | 89.7% | 83.7%+6.0pp | 86.8%+2.9pp | 68.1%+21.6pp |
| Annual return | -4.51% | 6.23%-10.7pp | 13.22%-17.7pp | 4.54%-9.0pp |
| Employer contribution / active EE | $1,340 | $2,946-54.5% | $5,151-74.0% | $1,882-28.8% |
| Participant deferral / active EE | $2,225 | $4,493-50.5% | $6,229-64.3% | $3,022-26.4% |
| Admin fee / account holder | $355 | $506-29.9% | $9,014-96.1% | $592-40.0% |