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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 | $45,109-62.4% | $85,240-80.1% | $77,762-78.2% |
| Participation rate | 42.1% | 48.7%-6.6pp | 67.5%-25.4pp | 70.6%-28.5pp |
| Annual return | 25.48% | 79.55%-54.1pp | 66.75%-41.3pp | 31.27%-5.8pp |
| Employer contribution / active EE | $1,957 | $1,602+22.2% | $2,735-28.5% | $2,728-28.3% |
| Participant deferral / active EE | $3,701 | $2,814+31.5% | $4,527-18.2% | $4,651-20.4% |
| Admin fee / account holder | $179 | $915-80.4% | $6,165-97.1% | $433-58.6% |