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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 | $72,994-58.9% | $120,368-75.1% | $77,671-61.4% |
| Participation rate | 43.7% | 55.2%-11.6pp | 71.9%-28.2pp | 70.6%-26.9pp |
| Annual return | 28.42% | 18.23%+10.2pp | 107.26%-78.8pp | 31.21%-2.8pp |
| Employer contribution / active EE | $2,746 | $1,793+53.2% | $3,465-20.7% | $2,726+0.7% |
| Participant deferral / active EE | $5,040 | $3,011+67.4% | $4,991+1.0% | $4,648+8.4% |
| Admin fee / account holder | $26 | $658-96.0% | $9,429-99.7% | $430-93.9% |