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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 15 · EIN 76-0500416 | Recordkeeping | $11,694 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,606 | $106,236-96.6% | $112,263-96.8% | $64,824-94.4% |
| Participation rate | 76.7% | 71.7%+5.0pp | 75.1%+1.6pp | 71.5%+5.2pp |
| Annual return | -17.62% | -6.02%-11.6pp | 27.49%-45.1pp | 32.84%-50.5pp |
| Employer contribution / active EE | $789 | $3,167-75.1% | $3,636-78.3% | $2,507-68.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $62 | $452-86.4% | $6,410-99.0% | $188-67.2% |