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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSION GROUP INC Service code 27 · EIN 26-2219855 | Advisory (Plan) | $20,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,088 |
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 | $51,248 | $65,041-21.2% | $90,951-43.7% | $79,858-35.8% |
| Participation rate | 75.5% | 61.6%+13.9pp | 69.0%+6.5pp | 69.6%+5.9pp |
| Annual return | 7.04% | 30.45%-23.4pp | 134.60%-127.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $667 | $1,247-46.5% | $2,122-68.6% | $2,471-73.0% |
| Participant deferral / active EE | $2,580 | $2,512+2.7% | $3,373-23.5% | $3,740-31.0% |
| Admin fee / account holder | $354 | $4,536-92.2% | $5,959-94.1% | $5,306-93.3% |