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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 15 · EIN 37-0899315 | Recordkeeping | $30,760 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOI Service code 59 | Shareholder Servicing | $20,879 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 | Custodial (other than securities) | $3,151 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $37,950 | $89,739-57.7% | $149,721-74.7% | $62,293-39.1% |
| Participation rate | 91.8% | 85.1%+6.7pp | 87.1%+4.8pp | 69.5%+22.3pp |
| Annual return | 40.27% | 21.01%+19.3pp | 1501.67%-1461.4pp | 28.90%+11.4pp |
| Employer contribution / active EE | $1,427 | $3,233-55.9% | $5,444-73.8% | $2,042-30.1% |
| Participant deferral / active EE | $6,102 | $4,797+27.2% | $6,568-7.1% | $3,169+92.5% |
| Admin fee / account holder | $126 | $551-77.2% | $11,282-98.9% | $479-73.8% |