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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $37,492 |
ALLIANCE BENEFIT GROUP6+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $11,871 |
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 | $31,820 | $55,636-42.8% | $81,991-61.2% | $73,493-56.7% |
| Participation rate | 93.2% | 62.3%+30.9pp | 69.3%+24.0pp | 70.7%+22.6pp |
| Annual return | 11.61% | 19.07%-7.5pp | 41.31%-29.7pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,690 | $1,625+4.1% | $2,498-32.3% | $2,270-25.5% |
| Participant deferral / active EE | $2,486 | $2,762-10.0% | $3,722-33.2% | $3,740-33.5% |
| Admin fee / account holder | $230 | $493-53.4% | $5,665-95.9% | $513-55.3% |