Filed April 18, 2024
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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 | $32,016 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,481 | $63,905-47.6% | $74,184-54.9% | $57,658-41.9% |
| Participation rate | 92.7% | 79.8%+12.9pp | 76.6%+16.0pp | 70.2%+22.4pp |
| Annual return | 6.30% | 60.60%-54.3pp | 17.74%-11.4pp | 5.13%+1.2pp |
| Employer contribution / active EE | $128 | $1,840-93.0% | $2,370-94.6% | $1,974-93.5% |
| Participant deferral / active EE | $1,570 | $3,448-54.5% | $3,550-55.8% | $3,061-48.7% |
| Admin fee / account holder | $19 | $91-79.1% | $5,586-99.7% | $95-79.9% |