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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 RK                    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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