Plan Ledger DOL Form 5500 · updated monthly

The Alliance Group401(k)

ALLIANCE GROUP RETIREMENT PLAN · CHANDLER, AZ · plan year 2022

Reported admin expense ratio · 2022
0.93%

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

The Alliance Group reported $366,115 in plan administrative expenses for 2022: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,043 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other administrative & support services employers. By assets it is the 219th-largest of 1,285 plans among Arizona employers on file, and the 343rd of 2,534 in administrative & support services. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$42,772,643
Participants with balances1,444
Active participants2,194
Employer contributions$2,288,853
Employee contributions$5,078,808
Employer contribution per active participant$1,043
Average account balance$29,621
Benefits paid to participants$3,861,042
Plan auditUnmodified (clean) audit opinion
AuditorSKIBBIE CPA INC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $276K emplr
2024$21.8M · 457 accts · $887K emplr
2023$40.4M · 1,461 accts · $1.7M emplr
2022$42.8M · 1,444 accts · $2.3M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$158,818
Investment management$143,797
Professional / advisory$63,500
Total administrative$366,115
The The Alliance Group 401(k) match · 2022
Employer contribution per active participant$1,043
Median for plans this size$2,266
2024$551 per active participant
2023$805 per active participant
2022$1,043 per active participant

The Alliance Group's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022$366,115 · 0.93%
Same employer
Similar plansAdministrative & Support Services · Arizona
Republic Services, Inc. AZ$2.7B · 0.12%
Vixxo Corporation AZ$33.8M · 0.38%
Arrivia, Inc. AZ$29.9M · 1.11%
Mhh Holdings III, LLC AZ$20.8M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911858530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.