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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $23,101 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 49 7425 HOLLISTER ST · HOUSTON, TX 77040 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,921 | $92,224-35.0% | $105,223-43.1% | $79,634-24.8% |
| Participation rate | 38.7% | 69.2%-30.4pp | 75.0%-36.3pp | 62.5%-23.8pp |
| Annual return | 32.40% | 88.65%-56.2pp | 180.65%-148.2pp | 36.46%-4.1pp |
| Employer contribution / active EE | $1,770 | $3,965-55.4% | $3,689-52.0% | $2,529-30.0% |
| Participant deferral / active EE | $2,767 | $3,834-27.8% | $5,072-45.4% | $3,835-27.8% |
| Admin fee / account holder | $329 | $1,121-70.7% | $8,859-96.3% | $1,002-67.2% |