Filed July 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $164,006 |
ALBION CONSULTING GROUP, INC.1+ years Filed as: ALBOIN CONSULTING Service code 99 · EIN 26-1644826 | Other Fees | $73,358 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,220 | $106,264-46.2% | $147,117-61.1% | $77,762-26.4% |
| Participation rate | 99.7% | 78.4%+21.2pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 0.00% | 56.94%-56.9pp | 420.54%-420.5pp | 31.27%-31.3pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $165 | $334-50.6% | $12,993-98.7% | $433-61.8% |