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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $10,624 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,281 | $65,125-98.0% | $143,797-99.1% | $66,949-98.1% |
| Participation rate | 83.6% | 65.2%+18.4pp | 80.3%+3.2pp | 69.8%+13.7pp |
| Annual return | -27.93% | -11.13%-16.8pp | -0.04%-27.9pp | 1.57%-29.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,192 | $2,920-59.2% | $5,638-78.9% | $4,239-71.9% |
| Admin fee / account holder | $61 | $503-87.9% | $14,679-99.6% | $594-89.7% |