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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 | Other Fees | $31,776 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7425 HOLLISTER ST · HOUSTON, TX 77040 | Other Services | $4,361 |
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,868 | $59,448+73.0% | $93,696+9.8% | $74,459+38.2% |
| Participation rate | 37.6% | 59.6%-22.0pp | 68.7%-31.1pp | 67.2%-29.6pp |
| Annual return | 13.53% | 82.11%-68.6pp | 133.74%-120.2pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $142 | $1,266-88.8% | $2,422-94.1% | $2,626-94.6% |
| Participant deferral / active EE | $2,281 | $3,052-25.2% | $4,417-48.4% | $4,350-47.6% |
| Admin fee / account holder | $715 | $3,027-76.4% | $8,287-91.4% | $1,945-63.3% |