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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5 years Service code 15 · EIN 37-0899315 | Recordkeeping | $12,070 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,802 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,322 | $136,307-31.5% | $177,848-47.5% | $73,497+27.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.70% | 18.68%-6.0pp | 48.33%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,810 | $3,712-51.2% | $5,919-69.4% | $2,270-20.3% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $92 | $596-84.5% | $12,431-99.3% | $513-82.0% |