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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CLEVELAND HAUSWIRTH Service code 27 · EIN 41-2142497 | Advisory (Plan) | $56,319 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $23,242 |
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 20-1591048 | Custodial (other than securities) | $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $132,280 | $55,449+138.6% | $83,831+57.8% | $56,289+135.0% |
| Participation rate | 60.6% | 68.0%-7.5pp | 76.1%-15.6pp | 69.9%-9.3pp |
| Annual return | 6.15% | -1.38%+7.5pp | 850.99%-844.8pp | -9.96%+16.1pp |
| Employer contribution / active EE | $4,176 | $2,430+71.8% | $3,631+15.0% | $2,111+97.8% |
| Participant deferral / active EE | $615 | $2,935-79.0% | $4,082-84.9% | $3,350-81.6% |
| Admin fee / account holder | $394 | $656-40.0% | $5,479-92.8% | $521-24.4% |