Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP9+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $22,252 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $7,060 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $340,636 | $80,748+321.9% | $102,383+232.7% | $74,429+357.7% |
| Participation rate | 39.7% | 65.7%-26.0pp | 74.5%-34.8pp | 67.2%-27.5pp |
| Annual return | 23.23% | 27.57%-4.3pp | 24.94%-1.7pp | 1368.38%-1345.2pp |
| Employer contribution / active EE | $8,074 | $3,159+155.6% | $3,870+108.6% | $2,625+207.6% |
| Participant deferral / active EE | $15,833 | $3,861+310.1% | $5,060+212.9% | $4,348+264.1% |
| Admin fee / account holder | $144 | $2,371-93.9% | $8,391-98.3% | $1,944-92.6% |