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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP7+ years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $8,223 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,128 | $80,812+16.5% | $160,784-41.5% | $82,448+14.2% |
| Participation rate | 96.4% | 66.2%+30.1pp | 77.0%+19.4pp | 68.1%+28.3pp |
| Annual return | 14.55% | 100.59%-86.0pp | 1803.92%-1789.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,841 | $2,174+30.7% | $3,733-23.9% | $2,551+11.4% |
| Participant deferral / active EE | $9,657 | $4,335+122.7% | $6,293+53.5% | $4,139+133.3% |
| Admin fee / account holder | $16 | $7,695-99.8% | $9,717-99.8% | $7,234-99.8% |