Filed March 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Service code 27 · EIN 26-2219855 | Advisory (Plan) | $11,667 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,999 | $58,895-28.7% | $178,503-76.5% | $73,497-42.9% |
| Participation rate | 84.9% | 66.2%+18.7pp | 81.9%+3.0pp | 70.7%+14.2pp |
| Annual return | 15.96% | 24.86%-8.9pp | 151.12%-135.2pp | 28.51%-12.5pp |
| Employer contribution / active EE | $542 | $2,236-75.8% | $5,011-89.2% | $2,270-76.1% |
| Participant deferral / active EE | $2,438 | $2,567-5.0% | $5,202-53.1% | $3,740-34.8% |
| Admin fee / account holder | $139 | $400-65.4% | $13,987-99.0% | $513-73.0% |