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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 | $77,788-23.0% | $119,126-49.7% | $64,728-7.4% |
| Participation rate | 38.7% | 69.4%-30.7pp | 75.8%-37.0pp | 57.9%-19.2pp |
| Annual return | 32.40% | 13.19%+19.2pp | 282.11%-249.7pp | 49.38%-17.0pp |
| Employer contribution / active EE | $1,770 | $4,031-56.1% | $4,034-56.1% | $2,243-21.1% |
| Participant deferral / active EE | $2,767 | $2,599+6.5% | $5,318-48.0% | $2,729+1.4% |
| Admin fee / account holder | $329 | $1,365-75.9% | $10,693-96.9% | $1,145-71.3% |