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| Provider | Service type | Compensation |
|---|---|---|
ACCEL WEALTH MANAGEMENT1 year Filed as: THE ACCEL GROUP Service code 27 · EIN 47-2112548 | Advisory (Plan) | $26,009 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $22,290 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $18,194 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $11,047 |
CHARLES SCHWAB & CO., INC.5+ 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.
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 | $25,573 | $73,404-65.2% | $87,104-70.6% | $67,579-62.2% |
| Participation rate | 83.5% | 80.9%+2.7pp | 76.9%+6.6pp | 71.3%+12.2pp |
| Annual return | 23.56% | 48.29%-24.7pp | 28.19%-4.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,503 | $2,014+24.3% | $2,521-0.7% | $2,148+16.5% |
| Participant deferral / active EE | $1,988 | $3,913-49.2% | $4,048-50.9% | $3,539-43.8% |
| Admin fee / account holder | $131 | $142-7.6% | $7,491-98.3% | $142-8.1% |