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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG CONSULTING SERVICES Service code 26 7425 HOLLISTER · HOUSTON, TX 77040 | Advisory (Participants) | $3,318 |
ALLIANCE BENEFIT GROUP2 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $3,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,824 | $78,428-50.5% | $95,960-59.5% | $79,852-51.4% |
| Participation rate | 41.7% | 73.5%-31.8pp | 77.1%-35.4pp | 69.6%-28.0pp |
| Annual return | 12.52% | 19.37%-6.9pp | 91.63%-79.1pp | 31.72%-19.2pp |
| Employer contribution / active EE | $738 | $1,945-62.1% | $2,541-71.0% | $2,471-70.1% |
| Participant deferral / active EE | $1,780 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $156 | $5,622-97.2% | $6,797-97.7% | $5,306-97.1% |