Filed April 7, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $5,857 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,515 | $55,453+164.2% | $170,435-14.0% | $62,293+135.2% |
| Participation rate | 98.1% | 66.4%+31.7pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 14.70% | 21.38%-6.7pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $8,296 | $2,164+283.4% | $5,432+52.7% | $2,042+306.2% |
| Participant deferral / active EE | $6,586 | $2,303+186.0% | $4,939+33.3% | $3,169+107.8% |
| Admin fee / account holder | $44 | $455-90.3% | $13,881-99.7% | $479-90.8% |