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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANS, LLC Service code 19 · EIN 36-4389114 | Securities Custodian | $34,968 |
Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $14,193 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,140 | $30,421+137.1% | $56,077+28.6% | $74,429-3.1% |
| Participation rate | 93.1% | 32.9%+60.3pp | 52.5%+40.6pp | 67.2%+25.9pp |
| Annual return | 24.85% | 24.94%-0.1pp | 1709.28%-1684.4pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $2,132 | $610+249.6% | $1,040+104.9% | $2,625-18.8% |
| Participant deferral / active EE | $5,453 | $1,175+364.0% | $1,954+179.0% | $4,348+25.4% |
| Admin fee / account holder | $226 | $2,363-90.5% | $2,825-92.0% | $1,944-88.4% |