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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 | Recordkeeping | $27,981 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,036 | $46,360+262.5% | $147,618+13.8% | $52,331+221.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.37% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $14,317 | $2,126+573.4% | $5,565+157.3% | $1,882+660.9% |
| Participant deferral / active EE | $5,552 | $2,258+145.9% | $4,895+13.4% | $3,022+83.7% |
| Admin fee / account holder | $173 | $766-77.4% | $11,612-98.5% | $592-70.8% |