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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC2 years Service code 99 · EIN 11-2812983 | Other Fees | $37,588 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $8,835 |
CALTON & ASSOCIATES, INC.3 years Filed as: CALTON AND ASSOCIATES INC Service code 99 | Other Fees | $0 |
CALTON & ASSOCIATES, INC.2 years Filed as: CALTON AND ASSOCIATES, INC. Service code 99 · EIN 59-2845944 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,568 | $69,823-41.9% | $76,872-47.2% | $74,460-45.5% |
| Participation rate | 98.3% | 70.0%+28.3pp | 69.6%+28.7pp | 70.7%+27.6pp |
| Annual return | 21.35% | 19.99%+1.4pp | 37.90%-16.5pp | 34.38%-13.0pp |
| Employer contribution / active EE | $1,859 | $2,148-13.4% | $2,533-26.6% | $2,638-29.5% |
| Participant deferral / active EE | $5,959 | $3,558+67.5% | $3,832+55.5% | $4,530+31.6% |
| Admin fee / account holder | $213 | $398-46.3% | $5,476-96.1% | $348-38.6% |