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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7908 N SAM HOUSTON PKWY W, STE 500 · HOUSTON, TX 77064 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $623 | $87,621-99.3% | $86,438-99.3% | $77,906-99.2% |
| Participation rate | 85.2% | 85.8%-0.6pp | 80.3%+4.9pp | 73.7%+11.5pp |
| Annual return | -33.53% | -13.90%-19.6pp | 4397.19%-4430.7pp | 12.16%-45.7pp |
| Employer contribution / active EE | $163 | $3,474-95.3% | $3,769-95.7% | $2,846-94.3% |
| Participant deferral / active EE | $396 | $8,645-95.4% | $6,952-94.3% | $4,805-91.8% |
| Admin fee / account holder | $3 | $85-97.0% | $6,733-100.0% | $133-98.1% |