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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 61-1758632 | Advisory (Participants) | $27,381 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 7425 HOLLISTER ST · HOUSTON, TX 77040 | Other Services | $4,547 |
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 | $80,657 | $54,717+47.4% | $86,209-6.4% | $71,495+12.8% |
| Participation rate | 34.2% | 60.1%-25.9pp | 69.0%-34.7pp | 67.9%-33.7pp |
| Annual return | 18.54% | 20.07%-1.5pp | 1169.05%-1150.5pp | 28.85%-10.3pp |
| Employer contribution / active EE | $69 | $1,267-94.6% | $2,381-97.1% | $2,589-97.3% |
| Participant deferral / active EE | $2,029 | $3,110-34.8% | $3,986-49.1% | $4,291-52.7% |
| Admin fee / account holder | $573 | $1,922-70.2% | $6,853-91.6% | $1,588-63.9% |