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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $12,417 |
Filed as: CHARLES SCHWAB & CO. INC Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,525 | $59,191-70.4% | $76,767-77.2% | $56,289-68.9% |
| Participation rate | 62.7% | 75.2%-12.5pp | 77.0%-14.3pp | 69.9%-7.2pp |
| Annual return | 9.27% | 6.62%+2.6pp | 2.43%+6.8pp | -9.96%+19.2pp |
| Employer contribution / active EE | $716 | $1,759-59.3% | $2,485-71.2% | $2,111-66.1% |
| Participant deferral / active EE | $1,436 | $3,255-55.9% | $3,852-62.7% | $3,350-57.1% |
| Admin fee / account holder | $61 | $489-87.5% | $6,675-99.1% | $521-88.3% |