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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPENSATION STRATEGIES LTD Service code 13 2920 TOCCOA ROAD · BEAUMONT, TX 77703 | Contract Administrator | $1,020 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,140 | $55,449+4.9% | $83,831-30.6% | $56,289+3.3% |
| Participation rate | 35.6% | 68.0%-32.4pp | 76.1%-40.6pp | 69.9%-34.3pp |
| Annual return | 2.27% | -1.38%+3.7pp | 850.99%-848.7pp | -9.96%+12.2pp |
| Employer contribution / active EE | $731 | $2,430-69.9% | $3,631-79.9% | $2,111-65.4% |
| Participant deferral / active EE | $1,697 | $2,935-42.2% | $4,082-58.4% | $3,350-49.4% |
| Admin fee / account holder | $6 | $656-99.0% | $5,479-99.9% | $521-98.8% |