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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 (other than securities); Sh... | $14,193 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,140 | $34,932+106.5% | $56,441+27.8% | $74,546-3.2% |
| Participation rate | 93.1% | 32.9%+60.3pp | 52.5%+40.6pp | 67.2%+25.9pp |
| Annual return | 24.85% | 24.90%-0.1pp | 1704.21%-1679.4pp | 1366.03%-1341.2pp |
| Employer contribution / active EE | $2,132 | $608+250.4% | $1,039+105.1% | $2,624-18.8% |
| Participant deferral / active EE | $5,453 | $1,173+364.9% | $1,953+179.2% | $4,347+25.4% |
| Admin fee / account holder | $226 | $2,359-90.4% | $2,829-92.0% | $1,944-88.4% |