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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.1+ years Filed as: ALPHA PENSION GROUP INC Service code 99 · EIN 26-2219855 | Other Fees | $1,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,570 | $55,167-50.0% | $46,225-40.4% | $55,167-50.0% |
| Participation rate | 65.9% | 69.0%-3.1pp | 79.5%-13.6pp | 69.0%-3.1pp |
| Annual return | 3.85% | 169.23%-165.4pp | 7.57%-3.7pp | 169.23%-165.4pp |
| Employer contribution / active EE | $1,000 | $1,963-49.0% | $3,424-70.8% | $1,963-49.0% |
| Participant deferral / active EE | $2,288 | $3,054-25.1% | $3,776-39.4% | $3,054-25.1% |
| Admin fee / account holder | $92 | $504-81.8% | $3,519-97.4% | $504-81.8% |