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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 | $66,501-9.1% | $81,482-25.8% | $77,692-22.2% |
| Participation rate | 89.5% | 68.7%+20.8pp | 69.5%+20.0pp | 70.6%+18.9pp |
| Annual return | 15.69% | 15.93%-0.2pp | 24.79%-9.1pp | 31.25%-15.6pp |
| Employer contribution / active EE | $1,704 | $2,158-21.1% | $2,463-30.8% | $2,726-37.5% |
| Participant deferral / active EE | $6,462 | $3,678+75.7% | $3,885+66.3% | $4,648+39.0% |
| Admin fee / account holder | $382 | $583-34.5% | $5,761-93.4% | $431-11.3% |