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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST, L Service code 15 · EIN 38-3944313 PO BOX 93656 · ALBUQUERQUE, NM 871993656 | Recordkeeping | $19,514 |
Service code 26 · EIN 85-0467977 PO BOX 93656 · ALBUQUERQUE, NM 871993656 | Advisory (Participants) | $10,175 |
AHR LAW OFFICES1+ years Filed as: AHR LAW OFFICES, PC Service code 29 · EIN 26-3640403 6707 ACADEMY RD NE · ALBUQUERQUE, NM 87109 | Legal | $7,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,516 | $52,331-68.4% | $40,757-59.5% | $52,331-68.4% |
| Participation rate | 46.3% | 68.1%-21.8pp | 79.3%-33.0pp | 68.1%-21.8pp |
| Annual return | -0.42% | 4.54%-5.0pp | -0.50%+0.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $330 | $1,882-82.5% | $3,004-89.0% | $1,882-82.5% |
| Participant deferral / active EE | $703 | $3,022-76.7% | $3,485-79.8% | $3,022-76.7% |
| Admin fee / account holder | $286 | $592-51.6% | $4,272-93.3% | $592-51.6% |