Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $26,560 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7425 HOLLISTER ST · HOUSTON, TX 77040 | Other Services | $7,108 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,710 | $49,451+41.0% | $79,580-12.4% | $66,938+4.1% |
| Participation rate | 23.1% | 61.3%-38.2pp | 69.5%-46.4pp | 69.8%-46.7pp |
| Annual return | -19.18% | 84.25%-103.4pp | 0.15%-19.3pp | 1.58%-20.8pp |
| Employer contribution / active EE | $102 | $1,266-91.9% | $2,413-95.8% | $2,545-96.0% |
| Participant deferral / active EE | $2,484 | $3,159-21.4% | $3,985-37.7% | $4,238-41.4% |
| Admin fee / account holder | $633 | $595+6.4% | $6,835-90.7% | $594+6.6% |