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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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