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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 | $63,456+42.5% | $100,712-10.2% | $64,097+41.1% |
| Participation rate | 98.0% | 49.7%+48.4pp | 69.3%+28.7pp | 55.2%+42.8pp |
| Annual return | 149.97% | 19.65%+130.3pp | 33.27%+116.7pp | 34.64%+115.3pp |
| Employer contribution / active EE | $0 | $1,003-100.0% | $2,313-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,463-100.0% | $4,085-100.0% | $3,080-100.0% |
| Admin fee / account holder | $183 | $4,808-96.2% | $9,256-98.0% | $3,454-94.7% |