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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 37-0899315 | Recordkeeping | $29,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,724 | $55,453+25.7% | $170,435-59.1% | $62,293+11.9% |
| Participation rate | 91.7% | 66.4%+25.3pp | 83.6%+8.1pp | 69.5%+22.2pp |
| Annual return | 21.72% | 21.38%+0.3pp | 205.94%-184.2pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,760 | $2,164-18.6% | $5,432-67.6% | $2,042-13.8% |
| Participant deferral / active EE | $4,245 | $2,303+84.3% | $4,939-14.1% | $3,169+33.9% |
| Admin fee / account holder | $314 | $455-31.1% | $13,881-97.7% | $479-34.6% |