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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $4,739 |
Filed as: ABG CONSULTING SERVICES Service code 26 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Advisory (Participants) | $3,264 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,662 | $65,453-42.5% | $86,698-56.6% | $66,938-43.7% |
| Participation rate | 8.8% | 75.5%-66.6pp | 76.6%-67.8pp | 69.8%-61.0pp |
| Annual return | -10.42% | -10.89%+0.5pp | 35.95%-46.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $363 | $2,154-83.1% | $2,837-87.2% | $2,545-85.7% |
| Participant deferral / active EE | $876 | $4,102-78.6% | $4,656-81.2% | $4,238-79.3% |
| Admin fee / account holder | $235 | $642-63.3% | $7,493-96.9% | $594-60.3% |