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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.2 years Filed as: ALPHA WEALTH MANAGMENT, LLC Service code 27 220 N SAN JACINTA · HEMET, CA 925434401 | Advisory (Plan) | $12,410 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $6,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,447 | $72,027-48.0% | $185,861-79.9% | $79,856-53.1% |
| Participation rate | 53.2% | 65.8%-12.6pp | 78.0%-24.9pp | 69.6%-16.5pp |
| Annual return | 19.03% | 23.13%-4.1pp | 35.96%-16.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,153 | $1,965-41.3% | $4,088-71.8% | $2,471-53.3% |
| Participant deferral / active EE | $1,979 | $3,780-47.6% | $5,634-64.9% | $3,741-47.1% |
| Admin fee / account holder | $355 | $4,513-92.1% | $9,503-96.3% | $5,306-93.3% |