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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 14 · EIN 38-3944313 | Plan Administrator | $19,013 |
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 | $184,196 | $46,732+294.2% | $156,551+17.7% | $55,167+233.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.23% | 17.72%-9.5pp | 32.23%-24.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $13,670 | $2,105+549.4% | $5,501+148.5% | $1,963+596.5% |
| Participant deferral / active EE | $5,624 | $2,204+155.1% | $4,871+15.4% | $3,054+84.1% |
| Admin fee / account holder | $114 | $418-72.8% | $13,028-99.1% | $504-77.4% |