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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $5,424 |
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 | $24,544 | $41,647-41.1% | $96,192-74.5% | $86,821-71.7% |
| Participation rate | 38.6% | 50.3%-11.7pp | 68.4%-29.9pp | 72.3%-33.7pp |
| Annual return | 21.26% | 27.24%-6.0pp | 192.09%-170.8pp | 97.94%-76.7pp |
| Employer contribution / active EE | $795 | $1,328-40.2% | $2,799-71.6% | $2,406-67.0% |
| Participant deferral / active EE | $1,320 | $2,412-45.3% | $4,351-69.7% | $4,132-68.1% |
| Admin fee / account holder | $33 | $169-80.4% | $5,539-99.4% | $170-80.4% |