Plan Ledger DOL Form 5500 · updated monthly

Alliance Hospitality Management LLC401(k)

ALLIANCE HOSPITALITY EMPLOYEE SAVINGS PLAN · RALEIGH, NC · plan year 2021

Reported admin expense ratio · 2021
1.64%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Alliance Hospitality Management LLC reported $38,703 in plan administrative expenses for 2021: 1.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $164 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 1.64% to 1.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in North Carolina (1,742nd of 2,005), and 1,354th of 2,240 in accommodation & food services. In 2021, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,307,670
Participants with balances87
Active participants76
Employer contributions$12,464
Employee contributions$29,479
Employer contribution per active participant$164
Average account balance$26,525
Benefits paid to participants$497,636
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS, JUDY AND TUCKER, P.A.
Plan history4
Yearassets · accounts · employer contribution
2024$1.6M · 58 accts
2023$1.9M · 107 accts · $101 emplr
2022$1.7M · 111 accts · $1K emplr
2021$2.3M · 87 accts · $12K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$38,703
Total administrative$38,703
The Alliance Hospitality Management LLC 401(k) match · 2021
Employer contribution per active participant$164
Median for plans this size$994
2023$1 per active participant
2022$19 per active participant
2021$164 per active participant

Alliance Hospitality Management LLC's 2021 employer contribution ran below the $994 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024$29,900 · 1.72%
2023$26,010 · 1.47%
2022$27,942 · 1.41%
2021$38,703 · 1.64%
Similar plansAccommodation & Food Services · North Carolina
Platinum Corral, LLC NC$3.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141881132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.