Filed March 22, 2018
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $21,097 |
Service code 27 · EIN 45-2779868 | Advisory (Plan) | $15,188 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,509 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,516 | $46,173-36.1% | $170,435-82.7% | $69,631-57.6% |
| Participation rate | 76.2% | 63.9%+12.3pp | 83.6%-7.4pp | 70.7%+5.5pp |
| Annual return | 116.86% | 21.62%+95.2pp | 205.94%-89.1pp | 27571.02%-27454.2pp |
| Employer contribution / active EE | $1,853 | $1,610+15.1% | $5,432-65.9% | $2,032-8.8% |
| Participant deferral / active EE | $2,650 | $2,080+27.4% | $4,939-46.3% | $3,224-17.8% |
| Admin fee / account holder | $111 | $116-4.4% | $13,881-99.2% | $110+0.4% |