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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $10,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,395 | $46,173-36.3% | $170,435-82.8% | $69,631-57.8% |
| Participation rate | 53.7% | 63.9%-10.2pp | 83.6%-29.9pp | 70.7%-17.0pp |
| Annual return | 17.48% | 21.62%-4.1pp | 205.94%-188.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $697 | $1,610-56.7% | $5,432-87.2% | $2,032-65.7% |
| Participant deferral / active EE | $1,401 | $2,080-32.7% | $4,939-71.6% | $3,224-56.5% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |