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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $9,418 |
Service code 27 211 W EDGEWOOD STE 300 · FRIENDSWOOD, TX 77546 | Advisory (Plan) | $2,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,147 | $37,463-88.9% | $77,100-94.6% | $66,949-93.8% |
| Participation rate | 53.8% | 52.9%+0.9pp | 67.9%-14.1pp | 69.8%-16.0pp |
| Annual return | 31.38% | -3.25%+34.6pp | 42.35%-11.0pp | 1.57%+29.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $2,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,014 | $2,621-61.3% | $4,430-77.1% | $4,239-76.1% |
| Admin fee / account holder | $58 | $568-89.8% | $5,443-98.9% | $594-90.3% |