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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE500 7098 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $1,715 |
NOVA 401(K) ASSOCIATES1 year Service code 49 | Other Services | $1,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,964 | $45,031-62.3% | $85,009-80.0% | $77,671-78.2% |
| Participation rate | 42.1% | 48.7%-6.6pp | 67.5%-25.4pp | 70.6%-28.5pp |
| Annual return | 25.48% | 79.22%-53.7pp | 66.47%-41.0pp | 31.21%-5.7pp |
| Employer contribution / active EE | $1,957 | $1,609+21.6% | $2,728-28.3% | $2,726-28.2% |
| Participant deferral / active EE | $3,701 | $2,807+31.8% | $4,522-18.1% | $4,648-20.4% |
| Admin fee / account holder | $179 | $912-80.3% | $6,153-97.1% | $430-58.3% |