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 GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST. · HOUSTON, TX 77040 | Contract Administrator | $1,997 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,766 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $682 |
Employer 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 | $7,355 | $46,332-84.1% | $143,799-94.9% | $64,819-88.7% |
| Participation rate | 82.9% | 64.2%+18.6pp | 80.3%+2.6pp | 71.5%+11.4pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $254 | $1,911-86.7% | $4,952-94.9% | $2,507-89.9% |
| Participant deferral / active EE | $1,106 | $2,647-58.2% | $5,638-80.4% | $4,311-74.3% |
| Admin fee / account holder | $7 | $154-95.2% | $14,677-100.0% | $188-96.1% |