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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP6+ years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $14,912 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $90,440 | $78,015+15.9% | $178,505-49.3% | $80,959+11.7% |
| Participation rate | 96.4% | 65.7%+30.8pp | 77.1%+19.3pp | 67.7%+28.8pp |
| Annual return | 12.50% | 18.10%-5.6pp | 27.16%-14.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,866 | $2,281+25.6% | $3,955-27.5% | $2,757+3.9% |
| Participant deferral / active EE | $9,505 | $4,406+115.7% | $6,280+51.3% | $4,300+121.0% |
| Admin fee / account holder | $28 | $7,160-99.6% | $10,428-99.7% | $6,925-99.6% |