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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 15 · EIN 37-0899315 | Recordkeeping | $12,030 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,836 | $74,089-19.2% | $133,975-55.3% | $55,167+8.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 13.82% | 12.11%+1.7pp | 29.29%-15.5pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,433 | $3,064-53.2% | $5,211-72.5% | $1,963-27.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $79 | $458-82.7% | $9,324-99.2% | $504-84.3% |