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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $30,948 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,106 | $47,456-95.6% | $172,752-98.8% | $77,775-97.3% |
| Participation rate | 90.2% | 66.3%+23.9pp | 82.6%+7.5pp | 73.2%+16.9pp |
| Annual return | 33.30% | 35.57%-2.3pp | 802.97%-769.7pp | 32.58%+0.7pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,515 | $2,560-40.8% | $5,198-70.9% | $3,966-61.8% |
| Admin fee / account holder | $23 | $81-71.5% | $13,955-99.8% | $100-77.0% |