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| Provider | Service type | Compensation |
|---|---|---|
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 11550 FUQUA ST. STE. 475 · HOUSTON, TX 77034 | Accounting | $29,485 |
ALLIANCE BENEFIT GROUP4+ years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $21,519 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,223 | $59,159-15.1% | $159,960-68.6% | $66,914-24.9% |
| Participation rate | 72.1% | 68.1%+4.0pp | 78.0%-5.8pp | 69.8%+2.3pp |
| Annual return | -16.18% | -12.26%-3.9pp | 408.60%-424.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,356 | $1,983+119.7% | $4,226+3.1% | $2,544+71.2% |
| Participant deferral / active EE | $12,934 | $4,395+194.3% | $6,182+109.2% | $4,237+205.3% |
| Admin fee / account holder | $51 | $591-91.4% | $8,698-99.4% | $593-91.4% |