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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2 years Service code 64 7908 N. SAM HOUSTON PKWY W. · HOUSTON, TX 77064 | Recordkeeping Fees | $16,797 |
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 | $2,304 | $61,356-96.2% | $149,696-98.5% | $71,511-96.8% |
| Participation rate | 78.8% | 62.5%+16.2pp | 78.8%0pp | 67.9%+10.8pp |
| Annual return | 11.32% | 35.86%-24.5pp | 134.46%-123.1pp | 28.86%-17.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,201 | $2,920-58.9% | $5,682-78.9% | $4,291-72.0% |
| Admin fee / account holder | $104 | $1,263-91.8% | $13,212-99.2% | $1,588-93.5% |