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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 74-2909529 4130 RIO BRAVO ST. · EL PASO, TX 79902 | Discretionary Trustee | $23,854 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,452 | $65,246+38.6% | $98,716-8.4% | $67,986+33.0% |
| Participation rate | 98.0% | 51.4%+46.6pp | 69.3%+28.7pp | 57.2%+40.8pp |
| Annual return | 149.97% | 20.58%+129.4pp | 31.81%+118.2pp | 31.67%+118.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $183 | $4,561-96.0% | $8,703-97.9% | $3,203-94.3% |