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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANCE PENSION CONSULTANTS Service code 15 · EIN 36-4389114 | Recordkeeping | $45,228 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $39,616 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,751 | $79,184+47.4% | $102,438+14.0% | $74,546+56.6% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 10.91% | 54.95%-44.0pp | 29.37%-18.5pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $3,087 | $2,362+30.7% | $3,024+2.1% | $2,624+17.6% |
| Participant deferral / active EE | $7,681 | $4,414+74.0% | $5,054+52.0% | $4,347+76.7% |
| Admin fee / account holder | $486 | $2,001-75.7% | $9,448-94.9% | $1,944-75.0% |