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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $53,688 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,257 | $98,982+87.2% | $162,185+14.2% | $65,186+184.2% |
| Participation rate | 96.6% | 85.8%+10.8pp | 87.6%+9.0pp | 70.2%+26.4pp |
| Annual return | 18.70% | 24.84%-6.1pp | 115.61%-96.9pp | 29.39%-10.7pp |
| Employer contribution / active EE | $2,486 | $3,467-28.3% | $5,613-55.7% | $2,177+14.2% |
| Participant deferral / active EE | $3,395 | $5,384-36.9% | $7,297-53.5% | $3,514-3.4% |
| Admin fee / account holder | $283 | $596-52.6% | $10,844-97.4% | $847-66.6% |