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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 | $44,980-1.8% | $85,063-48.1% | $77,692-43.1% |
| Participation rate | 41.1% | 48.6%-7.5pp | 67.5%-26.4pp | 70.6%-29.5pp |
| Annual return | 17.56% | 79.13%-61.6pp | 66.54%-49.0pp | 31.25%-13.7pp |
| Employer contribution / active EE | $1,130 | $1,607-29.7% | $2,727-58.5% | $2,726-58.5% |
| Participant deferral / active EE | $2,147 | $2,804-23.4% | $4,523-52.5% | $4,648-53.8% |
| Admin fee / account holder | $72 | $911-92.0% | $6,155-98.8% | $431-83.2% |