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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST2+ years Service code 15 · EIN 75-0962666 1800 NW LOOP 281 · LONGVIEW, TX 75604 | Recordkeeping | $18,540 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,460 | $61,616-57.1% | $105,722-75.0% | $55,167-52.0% |
| Participation rate | 40.9% | 72.9%-32.0pp | 78.9%-38.0pp | 69.0%-28.1pp |
| Annual return | 6.57% | 11.15%-4.6pp | 12.25%-5.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,863 | $3,043-38.8% | $4,079-54.3% | $1,963-5.1% |
| Participant deferral / active EE | $1,179 | $4,213-72.0% | $5,326-77.9% | $3,054-61.4% |
| Admin fee / account holder | $199 | $379-47.3% | $8,308-97.6% | $504-60.4% |