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| Provider | Service type | Compensation |
|---|---|---|
ASCENDANT ADVISORS4+ years Service code 27 1330 POST OAK BLVD., 15TH FLOOR · HOUSTON, TX 77056 | Advisory (Plan) | $21,207 |
ALLIANCE BENEFIT GROUP4+ years Service code 15 · EIN 76-0500416 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Recordkeeping | $11,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,737 | $59,186-19.3% | $76,766-37.8% | $56,287-15.2% |
| Participation rate | 27.9% | 75.2%-47.3pp | 77.0%-49.0pp | 69.9%-41.9pp |
| Annual return | -7.20% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $715 | $1,759-59.4% | $2,485-71.2% | $2,111-66.2% |
| Participant deferral / active EE | $1,296 | $3,255-60.2% | $3,851-66.3% | $3,350-61.3% |
| Admin fee / account holder | $458 | $489-6.4% | $6,675-93.1% | $521-12.2% |