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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST10+ years Service code 15 · EIN 75-0962666 1800 NW LOOP 281 · LONGVIEW, TX 75604 | Recordkeeping | $38,564 |
CURTIS BLAKELY & CO.4 years Filed as: CURTIS BLAKELY & CO., PC Service code 10 · EIN 75-1546734 2403 JUDSON ROAD · LONGVIEW, TX 75604 | Accounting | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,470 | $96,805-49.9% | $153,741-68.5% | $77,762-37.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.1%-52.1pp | 70.6%-45.6pp |
| Annual return | 8.83% | 14.39%-5.6pp | 15.71%-6.9pp | 31.27%-22.4pp |
| Employer contribution / active EE | $983 | $5,232-81.2% | $5,042-80.5% | $2,728-64.0% |
| Participant deferral / active EE | $1,431 | $6,601-78.3% | $6,757-78.8% | $4,651-69.2% |
| Admin fee / account holder | $305 | $182+67.5% | $12,749-97.6% | $433-29.5% |