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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 49 | Other Services | $14,430 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 | Other Fees | $7,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,613 | $53,204-76.3% | $155,556-91.9% | $200,096-93.7% |
| Participation rate | 13.9% | 64.1%-50.2pp | 78.2%-64.3pp | 72.0%-58.1pp |
| Annual return | 10.87% | 41.02%-30.2pp | 64.84%-54.0pp | 34.26%-23.4pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $707 | $3,163-77.7% | $5,631-87.4% | $5,090-86.1% |
| Admin fee / account holder | $229 | $186+23.1% | $15,885-98.6% | $269-15.1% |