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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $3,156 |
3 funds of $250K or more; 6 lines in all, holding $2.3M of the plan's $2.3M. From the 2024 filing. Recordkeeper: Alliance Benefit Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| FW Moderate Allocation Portfolio Manager not matched · Mutual fund | $1.3M | 56.3% |
| FW Aggressive Allocation Portfolio Manager not matched · Mutual fund | $468K | 20.8% |
| FW Moderately Aggressive Allocation Portfolio Manager not matched · Mutual fund | $372K | 16.5% |
| FW Moderately Conservative Allocation Portfolio Manager not matched · Mutual fund | $69K | 3.1% |
| FW Conservative Allocation Portfolio Manager not matched · Mutual fund | $51K | 2.3% |
| FW Stable Return Fund Manager not matched · Collective trust | $24K | 1.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.