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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALPHA CAPITAL MANAGEMENT GROUP Service code 99 · EIN 47-4360318 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,222 | $91,559-55.0% | $133,971-69.2% | $79,852-48.4% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.1pp |
| Annual return | 12.46% | 61.85%-49.4pp | 45.09%-32.6pp | 31.72%-19.3pp |
| Employer contribution / active EE | $75 | $2,384-96.9% | $3,919-98.1% | $2,471-97.0% |
| Participant deferral / active EE | $2,682 | $3,734-28.2% | $5,047-46.9% | $3,740-28.3% |
| Admin fee / account holder | $22 | $6,321-99.7% | $8,929-99.8% | $5,306-99.6% |