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| Provider | Service type | Compensation |
|---|---|---|
ASSUREDPARTNERS CAPITAL INC2 years Service code 27 840 GESSNER RD · HOUSTON, TX 77024 | Advisory (Plan) | $39,342 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,850 |
ALLIANCE BENEFIT GROUP9 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7908 N SAM HOUSTON PKWY W STE 500 · HOUSTON, TX 77064 | Contract Administrator | $8,954 |
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 | $114,626 | $64,705+77.2% | $62,929+82.2% | $67,986+68.6% |
| Participation rate | 71.7% | 65.6%+6.1pp | 73.1%-1.4pp | 57.2%+14.5pp |
| Annual return | 16.35% | 20.31%-4.0pp | 1063.93%-1047.6pp | 31.67%-15.3pp |
| Employer contribution / active EE | $3,311 | $2,376+39.4% | $2,505+32.2% | $2,019+64.0% |
| Participant deferral / active EE | $4,705 | $3,198+47.1% | $3,888+21.0% | $3,358+40.1% |
| Admin fee / account holder | $278 | $1,428-80.5% | $5,065-94.5% | $3,203-91.3% |