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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $81,745 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $6,165 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,814 |
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).
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 | $124,243 | $89,123+39.4% | $102,460+21.3% | $77,762+59.8% |
| Participation rate | 50.0% | 80.9%-30.9pp | 76.5%-26.5pp | 70.6%-20.6pp |
| Annual return | 30.29% | 25.05%+5.2pp | 29.47%+0.8pp | 31.27%-1.0pp |
| Employer contribution / active EE | $1,968 | $2,700-27.1% | $3,025-35.0% | $2,728-27.9% |
| Participant deferral / active EE | $4,747 | $5,148-7.8% | $5,056-6.1% | $4,651+2.1% |
| Admin fee / account holder | $545 | $236+131.0% | $9,460-94.2% | $433+25.9% |