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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ALERA GROUP INVESTMENT ADVISORS LLC Service code 27 3 PARKWAY · DEERFIELD, IL 60015 | Advisory (Plan) | $19,772 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,028 | $122,239-70.5% | $184,200-80.4% | $74,546-51.7% |
| Participation rate | 65.6% | 85.5%-19.9pp | 86.8%-21.3pp | 67.2%-1.7pp |
| Annual return | 15.59% | 19.95%-4.4pp | 28.80%-13.2pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $2,219 | $4,537-51.1% | $6,424-65.5% | $2,624-15.4% |
| Participant deferral / active EE | $3,849 | $7,139-46.1% | $9,132-57.9% | $4,347-11.5% |
| Admin fee / account holder | $91 | $1,260-92.8% | $13,907-99.3% | $1,944-95.3% |