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| Provider | Service type | Compensation |
|---|---|---|
CGRPS2+ years Service code 15 · EIN 95-1411037 | Recordkeeping | $515 |
Service code 10 · EIN 61-1211399 | Accounting | $75 |
Service code 10 · EIN 58-2070081 | Accounting | $75 |
ALLSTATE FINANCIAL SERVICES LLC2+ years Service code 26 · EIN 47-0826838 | Advisory (Participants) | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,273 | $65,083-98.0% | $143,788-99.1% | $66,930-98.1% |
| Participation rate | 76.4% | 65.2%+11.2pp | 80.3%-3.9pp | 69.8%+6.6pp |
| Annual return | -7.18% | -11.13%+4.0pp | -0.03%-7.1pp | 1.57%-8.8pp |
| Employer contribution / active EE | $679 | $2,361-71.2% | $4,952-86.3% | $2,545-73.3% |
| Participant deferral / active EE | $577 | $2,920-80.2% | $5,638-89.8% | $4,238-86.4% |
| Admin fee / account holder | $3 | $502-99.5% | $14,675-100.0% | $593-99.6% |