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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST, L Service code 15 · EIN 38-3944313 PO BOX 93656 · ALBUQUERQUE, NM 871993656 | Recordkeeping | $15,542 |
Service code 26 · EIN 85-0467977 PO BOX 93656 · ALBUQUERQUE, NM 871993656 | Advisory (Participants) | $9,899 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,279 |
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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,371 | $55,167-70.3% | $46,225-64.6% | $55,167-70.3% |
| Participation rate | 48.4% | 69.0%-20.6pp | 79.5%-31.1pp | 69.0%-20.6pp |
| Annual return | 6.96% | 169.23%-162.3pp | 7.57%-0.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $338 | $1,963-82.8% | $3,424-90.1% | $1,963-82.8% |
| Participant deferral / active EE | $644 | $3,054-78.9% | $3,776-82.9% | $3,054-78.9% |
| Admin fee / account holder | $188 | $504-62.6% | $3,519-94.6% | $504-62.6% |