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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $3,975 |
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 | $33,241 | $40,435-17.8% | $80,648-58.8% | $74,473-55.4% |
| Participation rate | 39.1% | 47.4%-8.3pp | 67.0%-27.9pp | 70.7%-31.7pp |
| Annual return | 18.64% | 165.22%-146.6pp | 937.21%-918.6pp | 34.36%-15.7pp |
| Employer contribution / active EE | $1,055 | $1,498-29.6% | $2,724-61.3% | $2,638-60.0% |
| Participant deferral / active EE | $1,895 | $2,673-29.1% | $4,443-57.3% | $4,530-58.2% |
| Admin fee / account holder | $50 | $721-93.1% | $5,382-99.1% | $347-85.6% |