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| Provider | Service type | Compensation |
|---|---|---|
MSJC LLP1 year Filed as: MSJC, LP DBA CFO4LIFE, L.P. Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $25,184 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,602 |
INWEST RETIREMENT SOLUTIONS7+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $9,846 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,651 | $44,764-49.4% | $68,794-67.1% | $64,814-65.1% |
| Participation rate | 48.5% | 64.8%-16.3pp | 69.0%-20.6pp | 71.5%-23.0pp |
| Annual return | -17.04% | -10.91%-6.1pp | -6.37%-10.7pp | 32.84%-49.9pp |
| Employer contribution / active EE | $282 | $1,775-84.1% | $2,656-89.4% | $2,507-88.7% |
| Participant deferral / active EE | $1,947 | $3,238-39.9% | $3,941-50.6% | $4,310-54.8% |
| Admin fee / account holder | $241 | $151+59.4% | $4,934-95.1% | $188+28.5% |