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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $18,018 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOI Service code 59 | Shareholder Servicing | $10,941 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 | Custodial (other than securities) | $2,387 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,395 | $70,667-52.7% | $123,105-72.9% | $52,331-36.2% |
| Participation rate | 75.2% | 83.7%-8.5pp | 86.8%-11.6pp | 68.1%+7.1pp |
| Annual return | 1.33% | 6.23%-4.9pp | 13.22%-11.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,120 | $2,946-62.0% | $5,151-78.3% | $1,882-40.5% |
| Participant deferral / active EE | $5,034 | $4,493+12.0% | $6,229-19.2% | $3,022+66.6% |
| Admin fee / account holder | $140 | $506-72.4% | $9,014-98.5% | $592-76.4% |