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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 51-0396365 2929 ALLEN PARKWAHY · HOUSTON, TX 77019 | Recordkeeping Fees | $9,882 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,208 | $61,391-81.7% | $149,723-92.5% | $71,529-84.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.61% | 35.88%-20.3pp | 134.50%-118.9pp | 28.97%-13.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $29 | $1,264-97.7% | $13,215-99.8% | $1,588-98.2% |