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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $11,371 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,139 |
Service code 64 | Recordkeeping Fees | $44 |
Filed as: VOYA RETIREMENT INS. & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,844 | $78,636-30.3% | $105,607-48.1% | $74,459-26.3% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 11.47% | 15.96%-4.5pp | 116.11%-104.6pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $3,603 | $2,523+42.8% | $3,167+13.8% | $2,626+37.2% |
| Participant deferral / active EE | $4,913 | $4,322+13.7% | $5,011-2.0% | $4,350+12.9% |
| Admin fee / account holder | $42 | $2,220-98.1% | $10,958-99.6% | $1,945-97.8% |