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| Provider | Service type | Compensation |
|---|---|---|
DFS ADVISORY2 years Service code 27 2220 SAN JACINTO BLVD · DENTON, TX 76205 | Advisory (Plan) | $38,444 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,197 | $79,700-58.3% | $153,643-78.4% | $74,459-55.4% |
| Participation rate | 28.2% | 69.8%-41.6pp | 77.1%-48.9pp | 67.2%-39.0pp |
| Annual return | 15.75% | 15.07%+0.7pp | 15.71%0pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $740 | $4,016-81.6% | $5,039-85.3% | $2,626-71.8% |
| Participant deferral / active EE | $1,238 | $5,315-76.7% | $6,754-81.7% | $4,350-71.5% |
| Admin fee / account holder | $355 | $1,790-80.2% | $12,739-97.2% | $1,945-81.8% |