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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2909529 4130 RIO BRAVO ST. · EL PASO, TX 79902 | Advisory (Plan) | $5,155 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,898 | $50,958-82.5% | $74,552-88.1% | $64,181-86.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 4.52% | -1.86%+6.4pp | 32.53%-28.0pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,700 | $1,115+52.4% | $1,961-13.3% | $2,381-28.6% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $40 | $4,223-99.1% | $5,060-99.2% | $4,887-99.2% |