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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND HAUSWIRTH Service code 27 · EIN 41-2142497 | Advisory (Plan) | $50,181 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $24,388 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,892 | $52,884+119.1% | $84,753+36.7% | $55,167+110.1% |
| Participation rate | 99.1% | 67.5%+31.5pp | 76.6%+22.5pp | 69.0%+30.1pp |
| Annual return | -1.68% | 18.03%-19.7pp | 22.78%-24.5pp | 169.23%-170.9pp |
| Employer contribution / active EE | $7,224 | $2,233+223.4% | $3,574+102.1% | $1,963+268.1% |
| Participant deferral / active EE | $1,411 | $2,644-46.6% | $3,712-62.0% | $3,054-53.8% |
| Admin fee / account holder | $362 | $581-37.7% | $5,333-93.2% | $504-28.2% |