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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 | $23,106 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOI Service code 59 | Shareholder Servicing | $14,351 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 | Custodial (other than securities) | $3,103 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $35,298 | $74,089-52.4% | $133,975-73.7% | $55,167-36.0% |
| Participation rate | 76.9% | 84.3%-7.4pp | 87.1%-10.1pp | 69.0%+7.9pp |
| Annual return | 12.41% | 12.11%+0.3pp | 29.29%-16.9pp | 169.23%-156.8pp |
| Employer contribution / active EE | $1,604 | $3,064-47.7% | $5,211-69.2% | $1,963-18.3% |
| Participant deferral / active EE | $6,171 | $4,678+31.9% | $6,282-1.8% | $3,054+102.1% |
| Admin fee / account holder | $141 | $458-69.3% | $9,324-98.5% | $504-72.0% |