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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $68,578 |
JOHN F. SUBY & ASSOCIATES, SC4+ years Service code 26 · EIN 27-0420681 | Advisory (Participants) | $67,980 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management; Float revenue;... | $12,183 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,275 | $69,159-14.3% | $125,175-52.6% | $67,579-12.3% |
| Participation rate | 79.1% | 78.2%+0.8pp | 79.8%-0.7pp | 71.3%+7.8pp |
| Annual return | 2.89% | 27.12%-24.2pp | 43.79%-40.9pp | 378.56%-375.7pp |
| Employer contribution / active EE | $1,005 | $2,023-50.3% | $3,865-74.0% | $2,148-53.2% |
| Participant deferral / active EE | $1,664 | $3,700-55.0% | $4,937-66.3% | $3,539-53.0% |
| Admin fee / account holder | $241 | $142+69.9% | $9,702-97.5% | $142+69.3% |