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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 76-0342548 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping Fees | $13,193 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 941051965 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,444 | $63,905-39.8% | $74,184-48.2% | $57,658-33.3% |
| Participation rate | 78.5% | 79.8%-1.2pp | 76.6%+1.9pp | 70.2%+8.3pp |
| Annual return | 5.50% | 60.60%-55.1pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,231 | $3,448-6.3% | $3,550-9.0% | $3,061+5.6% |
| Admin fee / account holder | $44 | $91-52.0% | $5,586-99.2% | $95-53.8% |