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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $31,939 |
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $2,510 |
Filed as: FIDELITY INVESTMENTS Service code 18 · EIN 04-3523567 | Custodial (other than securities) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,219 | $54,320+80.8% | $67,653+45.2% | $52,331+87.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.39% | 6.81%-7.2pp | 6625.22%-6625.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,836 | $1,544+83.7% | $2,266+25.2% | $1,882+50.7% |
| Participant deferral / active EE | $3,178 | $2,950+7.7% | $3,560-10.7% | $3,022+5.2% |
| Admin fee / account holder | $18 | $527-96.5% | $4,821-99.6% | $592-96.9% |