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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP ROCKY MTN Service code 63 · EIN 87-0364490 | 12b-1 Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,093 | $80,753-70.2% | $136,298-82.3% | $62,293-61.3% |
| Participation rate | 21.6% | 73.5%-51.9pp | 81.9%-60.3pp | 69.5%-47.9pp |
| Annual return | 16.70% | 35.83%-19.1pp | 5156.27%-5139.6pp | 28.90%-12.2pp |
| Employer contribution / active EE | $924 | $2,884-67.9% | $4,696-80.3% | $2,042-54.7% |
| Participant deferral / active EE | $691 | $5,164-86.6% | $6,247-88.9% | $3,169-78.2% |
| Admin fee / account holder | $109 | $525-79.3% | $9,244-98.8% | $479-77.3% |