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| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $28,822 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $20,297 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $18,690 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $10,312 |
GOSLING & COMPANY2 years Service code 10 · EIN 42-1277818 | Accounting | $6,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
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 | $18,271 | $65,118-71.9% | $76,767-76.2% | $55,725-67.2% |
| Participation rate | 92.0% | 79.6%+12.4pp | 77.0%+15.0pp | 70.9%+21.1pp |
| Annual return | -5.87% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,809 | $1,941-6.8% | $2,485-27.2% | $2,078-13.0% |
| Participant deferral / active EE | $1,898 | $3,688-48.5% | $3,852-50.7% | $3,356-43.4% |
| Admin fee / account holder | $130 | $116+12.4% | $6,675-98.0% | $115+13.0% |