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| Provider | Service type | Compensation |
|---|---|---|
ALLEGIANCE CAPITAL LLC2 years Filed as: ALLEGIANCE FINANCIAL GROUP INC Service code 27 · EIN 01-0510740 | Advisory (Plan) | $60,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,953 |
Form 5500 reported that benefits due were not provided when due.
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 | $205,089 | $91,474+124.2% | $135,982+50.8% | $71,529+186.7% |
| Participation rate | 95.0% | 75.7%+19.4pp | 81.9%+13.1pp | 67.9%+27.1pp |
| Annual return | 22.31% | 29.89%-7.6pp | 68.32%-46.0pp | 28.97%-6.7pp |
| Employer contribution / active EE | $1,499 | $3,705-59.5% | $4,859-69.1% | $2,590-42.1% |
| Participant deferral / active EE | $11,114 | $7,095+56.6% | $7,760+43.2% | $4,291+159.0% |
| Admin fee / account holder | $266 | $1,267-79.0% | $10,767-97.5% | $1,588-83.2% |