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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,999 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PANNELL KERR FORSTER OF TEXAS P.C. Service code 10 · EIN 76-0356844 | Accounting | $12,757 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,747 | $76,551-44.2% | $123,894-65.5% | $62,881-32.0% |
| Participation rate | 68.1% | 73.0%-4.9pp | 81.4%-13.3pp | 69.3%-1.2pp |
| Annual return | 15.23% | 18.68%-3.4pp | 47.52%-32.3pp | 20.14%-4.9pp |
| Employer contribution / active EE | $3,340 | $2,882+15.9% | $4,617-27.7% | $2,281+46.4% |
| Participant deferral / active EE | $6,865 | $4,840+41.8% | $5,984+14.7% | $3,203+114.3% |
| Admin fee / account holder | $66 | $4,826-98.6% | $8,357-99.2% | $4,296-98.5% |