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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC3 years Service code 99 · EIN 11-2812983 | Other Fees | $55,713 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $10,623 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $7,170 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,466 | $66,486-9.1% | $81,370-25.7% | $77,762-22.2% |
| Participation rate | 89.5% | 68.7%+20.8pp | 69.5%+20.0pp | 70.6%+18.9pp |
| Annual return | 15.69% | 15.95%-0.3pp | 24.85%-9.2pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,704 | $2,158-21.0% | $2,464-30.9% | $2,728-37.5% |
| Participant deferral / active EE | $6,462 | $3,677+75.7% | $3,885+66.3% | $4,651+38.9% |
| Admin fee / account holder | $382 | $586-34.8% | $5,749-93.4% | $433-11.8% |