Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 15 · EIN 37-0899315 | Recordkeeping | $12,450 |
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 | $68,873 | $89,739-23.3% | $149,721-54.0% | $62,293+10.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.16% | 21.01%-2.8pp | 1501.67%-1483.5pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,465 | $3,233-54.7% | $5,444-73.1% | $2,042-28.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $84 | $551-84.8% | $11,282-99.3% | $479-82.5% |