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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $10,210 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,743 | $64,909-78.8% | $82,312-83.3% | $62,293-77.9% |
| Participation rate | 70.1% | 74.9%-4.7pp | 76.9%-6.8pp | 69.5%+0.6pp |
| Annual return | 14.48% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $576 | $1,676-65.6% | $2,428-76.3% | $2,042-71.8% |
| Participant deferral / active EE | $1,270 | $3,103-59.1% | $3,706-65.7% | $3,169-59.9% |
| Admin fee / account holder | $66 | $440-85.0% | $5,608-98.8% | $479-86.2% |