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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $620 |
ALLIANCE BENEFIT GROUP1 year Service code 49 · EIN 76-0500416 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,955 | $101,672-37.1% | $147,117-56.5% | $74,478-14.1% |
| Participation rate | 56.6% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.7pp |
| Annual return | 13.53% | 8757.83%-8744.3pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $3,816 | $3,813+0.1% | $4,932-22.6% | $2,626+45.3% |
| Participant deferral / active EE | $4,496 | $7,305-38.4% | $8,065-44.2% | $4,350+3.4% |
| Admin fee / account holder | $464 | $1,753-73.5% | $12,993-96.4% | $1,946-76.1% |