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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 15 · EIN 76-0500416 | Recordkeeping | $23,564 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,006 | $93,010-95.7% | $96,538-95.9% | $74,473-94.6% |
| Participation rate | 81.8% | 71.6%+10.2pp | 74.3%+7.4pp | 70.7%+11.0pp |
| Annual return | 12.90% | 37.50%-24.6pp | 35.74%-22.8pp | 34.36%-21.5pp |
| Employer contribution / active EE | $879 | $3,427-74.4% | $3,740-76.5% | $2,638-66.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $45 | $633-92.9% | $6,737-99.3% | $347-87.1% |