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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,920 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $8,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,997 | $73,149-59.0% | $120,574-75.1% | $77,736-61.4% |
| Participation rate | 43.7% | 55.2%-11.5pp | 71.9%-28.3pp | 70.6%-26.9pp |
| Annual return | 28.42% | 18.24%+10.2pp | 107.42%-79.0pp | 31.26%-2.8pp |
| Employer contribution / active EE | $2,746 | $1,793+53.1% | $3,471-20.9% | $2,728+0.7% |
| Participant deferral / active EE | $5,040 | $3,006+67.7% | $4,996+0.9% | $4,651+8.4% |
| Admin fee / account holder | $26 | $660-96.0% | $9,445-99.7% | $433-93.9% |