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| Provider | Service type | Compensation |
|---|---|---|
PAI3 years Service code 13 · EIN 52-0812075 | Contract Administrator | $29,033 |
Service code 27 · EIN 04-6568107 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $26,893 |
PAI3 years Filed as: PAI TRUST Service code 19 · EIN 58-1897472 | Securities Custodian | $13,606 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,280 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,809 | $95,369-87.6% | $135,942-91.3% | $74,440-84.1% |
| Participation rate | 81.6% | 78.2%+3.4pp | 81.9%-0.3pp | 70.7%+10.9pp |
| Annual return | 15.97% | 32.72%-16.7pp | 68.28%-52.3pp | 34.37%-18.4pp |
| Employer contribution / active EE | $299 | $3,878-92.3% | $4,858-93.8% | $2,638-88.7% |
| Participant deferral / active EE | $2,764 | $7,788-64.5% | $7,759-64.4% | $4,529-39.0% |
| Admin fee / account holder | $136 | $266-48.9% | $10,764-98.7% | $348-60.9% |