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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 | $6,476 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,799 | $64,909-17.1% | $82,312-34.6% | $62,293-13.6% |
| Participation rate | 86.5% | 74.9%+11.7pp | 76.9%+9.6pp | 69.5%+17.0pp |
| Annual return | 14.34% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,317 | $3,103-25.3% | $3,706-37.5% | $3,169-26.9% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.9% |