Filed July 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $2,328 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,435 | $52,293-85.8% | $178,503-95.8% | $73,412-89.9% |
| Participation rate | 75.7% | 65.3%+10.4pp | 81.9%-6.2pp | 72.2%+3.5pp |
| Annual return | 3.88% | 34.75%-30.9pp | 151.12%-147.2pp | 59.30%-55.4pp |
| Employer contribution / active EE | $327 | $1,736-81.2% | $5,011-93.5% | $2,234-85.4% |
| Participant deferral / active EE | $927 | $2,333-60.3% | $5,202-82.2% | $3,806-75.7% |
| Admin fee / account holder | $6 | $127-95.1% | $13,987-100.0% | $158-96.0% |