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Market Snapshot

Our Size

Alliance Benefit Group, LLC is a national network of independently owned retirement plan consulting; investment advisory; health and welfare consulting; and benefits administration firms. Our combined resources and business metrics bring a “strength in numbers” position to the negotiating table with product providers which allow us to improve our firms' competitive position thereby enhancing their ability to better serve their clients.

In addition, our structure allows each organization to maintain their independence and geographical autonomy yet at the same time providing each firm access to a variety of competitive products; technical support; and service collaboration from other offices.   

Collectively; Alliance Benefit Group is one of the largest retirement plan administrators in the country; providing administration services to over 5,000 plans representing over 250,000 participants and over $ 13 billion in assets.

Our service numbers are impressive; with the following totals being reported as of 12/31/07:

 

Defined Contribution                No. of Plans     Assets             Participants

Daily Valuation R/K                          2,222            $ 8.2 Billion           192,522

Adminstration Only                          1,538            $ 1.7 Billion             64,679

Balance Forward R/K                      1,573            $ 3.1 Billion            30,412

Investment Advisory Services

Advisor Only                                     168              $ 611 Million             NA

Advisor & R/K                                   613              $ 2.9 Billion              NA

Other Ancillary Services

Defined Benefit Plans                       472               $10.2 Billion          197,900

Health Savings Accounts                  446               $ 18 Million               7,976

Flexible Spending Accounts             372                    NA                      37,689

Payroll                                              198                    NA                      13,505
 

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