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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $10,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,591 | $37,117-39.1% | $147,618-84.7% | $55,191-59.1% |
| Participation rate | 52.8% | 63.6%-10.8pp | 84.6%-31.8pp | 69.2%-16.4pp |
| Annual return | -2.59% | 3.44%-6.0pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $656 | $1,620-59.5% | $5,565-88.2% | $1,899-65.5% |
| Participant deferral / active EE | $1,312 | $1,985-33.9% | $4,895-73.2% | $3,046-56.9% |
| Admin fee / account holder | $1 | $86-98.8% | $11,612-100.0% | $91-98.9% |