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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $4,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,175 | $45,109-2.1% | $85,240-48.2% | $77,762-43.2% |
| Participation rate | 41.1% | 48.7%-7.6pp | 67.5%-26.4pp | 70.6%-29.5pp |
| Annual return | 17.56% | 79.55%-62.0pp | 66.75%-49.2pp | 31.27%-13.7pp |
| Employer contribution / active EE | $1,130 | $1,602-29.4% | $2,735-58.7% | $2,728-58.6% |
| Participant deferral / active EE | $2,147 | $2,814-23.7% | $4,527-52.6% | $4,651-53.8% |
| Admin fee / account holder | $72 | $915-92.1% | $6,165-98.8% | $433-83.3% |