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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $21,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,194 | $93,010-97.6% | $96,538-97.7% | $74,473-97.1% |
| Participation rate | 55.4% | 71.6%-16.2pp | 74.3%-18.9pp | 70.7%-15.3pp |
| Annual return | 24.53% | 37.50%-13.0pp | 35.74%-11.2pp | 34.36%-9.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $3,740-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,376 | $3,971-65.4% | $4,880-71.8% | $4,530-69.6% |
| Admin fee / account holder | $35 | $633-94.4% | $6,737-99.5% | $347-89.8% |