Filed January 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ABG CONSULTANTS, LLC Service code 26 · EIN 20-0848323 | Advisory (Participants) | $49,491 |
ROCKY MOUNTAIN EMPLOYEE BENEFITS1+ years Service code 13 · EIN 87-0364490 | Contract Administrator | $1,440 |
Filed as: FIDELITY INVESTMENTS Service code 19 TWO DESTINY WAY · WEST LAKE, TX 76262 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,232 | $52,884+182.2% | $84,753+76.1% | $55,167+170.5% |
| Participation rate | 98.2% | 67.5%+30.6pp | 76.6%+21.6pp | 69.0%+29.2pp |
| Annual return | 11.81% | 18.03%-6.2pp | 22.78%-11.0pp | 169.23%-157.4pp |
| Employer contribution / active EE | $12,989 | $2,233+481.6% | $3,574+263.4% | $1,963+561.8% |
| Participant deferral / active EE | $12,291 | $2,644+364.9% | $3,712+231.1% | $3,054+302.4% |
| Admin fee / account holder | $359 | $581-38.2% | $5,333-93.3% | $504-28.8% |