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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $20,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,282 | $58,512-7.2% | $84,015-35.4% | $72,985-25.6% |
| Participation rate | 71.1% | 61.2%+9.9pp | 69.0%+2.1pp | 69.5%+1.6pp |
| Annual return | 14.36% | 28.93%-14.6pp | 71.31%-56.9pp | 81.00%-66.6pp |
| Employer contribution / active EE | $852 | $1,163-26.7% | $1,983-57.0% | $2,440-65.1% |
| Participant deferral / active EE | $2,983 | $2,394+24.6% | $3,239-7.9% | $3,607-17.3% |
| Admin fee / account holder | $354 | $4,569-92.2% | $6,101-94.2% | $5,124-93.1% |