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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE3 years Filed as: MSJC, LP DBA CFO4LIFE Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $20,275 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,208 |
FIDUCIARY CONSULTING GROUP5+ years Service code 14 1932 WARD DRIVE · MURFREESBORO, TN 37129 | Plan Administrator | $14,111 |
INWEST RETIREMENT SOLUTIONS5+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $6,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,815 | $51,288-34.1% | $81,991-58.8% | $73,412-53.9% |
| Participation rate | 33.7% | 64.0%-30.3pp | 69.3%-35.6pp | 72.2%-38.5pp |
| Annual return | 17.67% | 29.48%-11.8pp | 41.31%-23.6pp | 59.30%-41.6pp |
| Employer contribution / active EE | $159 | $1,487-89.3% | $2,498-93.7% | $2,234-92.9% |
| Participant deferral / active EE | $1,287 | $2,715-52.6% | $3,722-65.4% | $3,806-66.2% |
| Admin fee / account holder | $403 | $125+221.8% | $5,665-92.9% | $158+155.4% |