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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Filed as: ABG CONSULTANTS Service code 27 · EIN 20-0828323 7090 SOUTH UNION PARK AVENUE · SALT LAKE CITY, UT 84047 | Advisory (Plan) | $34,885 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE · SALT LAKE CITY, UT 84047 | Recordkeeping | $27,847 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,372 | $44,764-56.7% | $68,808-71.8% | $64,819-70.1% |
| Participation rate | 93.8% | 64.8%+29.1pp | 69.0%+24.8pp | 71.5%+22.4pp |
| Annual return | -15.87% | -10.91%-5.0pp | -6.37%-9.5pp | 32.84%-48.7pp |
| Employer contribution / active EE | $329 | $1,775-81.5% | $2,656-87.6% | $2,507-86.9% |
| Participant deferral / active EE | $2,963 | $3,238-8.5% | $3,942-24.8% | $4,311-31.3% |
| Admin fee / account holder | $174 | $151+14.8% | $4,936-96.5% | $188-7.5% |