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| Provider | Service type | Compensation |
|---|---|---|
ALLEGIANCE CAPITAL LLC1 year Filed as: ALLEGIANCE FINANCIAL GROUP INC Service code 27 · EIN 01-0510740 | Advisory (Plan) | $67,979 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,695 | $84,499+131.6% | $125,391+56.1% | $66,949+192.3% |
| Participation rate | 96.6% | 76.4%+20.2pp | 82.4%+14.3pp | 69.8%+26.8pp |
| Annual return | -20.37% | -8.49%-11.9pp | 572.41%-592.8pp | 1.57%-21.9pp |
| Employer contribution / active EE | $1,250 | $3,554-64.8% | $4,816-74.0% | $2,545-50.9% |
| Participant deferral / active EE | $11,775 | $6,785+73.6% | $7,448+58.1% | $4,239+177.8% |
| Admin fee / account holder | $342 | $685-50.0% | $10,009-96.6% | $594-42.4% |