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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $27,706 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $21,708 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,922 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
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.
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 | $24,406 | $63,905-61.8% | $74,184-67.1% | $57,658-57.7% |
| Participation rate | 91.1% | 79.8%+11.3pp | 76.6%+14.5pp | 70.2%+20.9pp |
| Annual return | 6.77% | 60.60%-53.8pp | 17.74%-11.0pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,651 | $1,840-10.3% | $2,370-30.3% | $1,974-16.3% |
| Participant deferral / active EE | $1,481 | $3,448-57.0% | $3,550-58.3% | $3,061-51.6% |
| Admin fee / account holder | $132 | $91+44.7% | $5,586-97.6% | $95+39.4% |