Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591-37.0% | $147,096-56.5% | $74,429-14.1% |
| Participation rate | 56.6% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.6pp |
| Annual return | 13.53% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $3,816 | $3,813+0.1% | $4,936-22.7% | $2,625+45.4% |
| Participant deferral / active EE | $4,496 | $7,302-38.4% | $8,071-44.3% | $4,348+3.4% |
| Admin fee / account holder | $464 | $1,750-73.5% | $13,005-96.4% | $1,944-76.1% |