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| Provider | Service type | Compensation |
|---|---|---|
MAJORS & MONDRAGON2 years Service code 26 10603 W. SAM HOUSTON PARKWAY N · HOUSTON, TX 77064 | Advisory (Participants) | $63,415 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,552 | $66,302-52.4% | $110,243-71.4% | $56,287-43.9% |
| Participation rate | 82.9% | 74.9%+7.9pp | 79.8%+3.0pp | 69.9%+13.0pp |
| Annual return | -6.91% | -1.18%-5.7pp | 314.76%-321.7pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,859 | $2,047-9.2% | $3,827-51.4% | $2,111-11.9% |
| Participant deferral / active EE | $2,832 | $3,381-16.2% | $4,672-39.4% | $3,350-15.5% |
| Admin fee / account holder | $632 | $698-9.5% | $8,548-92.6% | $521+21.3% |