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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 | $88,183-32.0% | $107,187-44.1% | $71,012-15.6% |
| Participation rate | 38.7% | 67.5%-28.8pp | 75.0%-36.3pp | 58.6%-19.8pp |
| Annual return | 32.40% | 16.47%+15.9pp | 204.55%-172.1pp | 37.67%-5.3pp |
| Employer contribution / active EE | $1,770 | $3,914-54.8% | $3,782-53.2% | $2,348-24.6% |
| Participant deferral / active EE | $2,767 | $3,079-10.1% | $5,096-45.7% | $3,246-14.8% |
| Admin fee / account holder | $329 | $1,430-77.0% | $9,162-96.4% | $1,167-71.8% |