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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST8+ years Service code 15 · EIN 75-0962666 1800 NW LOOP 281 · LONGVIEW, TX 75604 | Recordkeeping | $31,513 |
CURTIS BLAKELY & CO.2 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,554 | $72,482-46.8% | $129,110-70.1% | $64,808-40.5% |
| Participation rate | 27.9% | 79.2%-51.3pp | 77.3%-49.3pp | 71.5%-43.6pp |
| Annual return | -16.60% | -9.08%-7.5pp | -10.94%-5.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,657 | $4,247-61.0% | $5,052-67.2% | $2,506-33.9% |
| Participant deferral / active EE | $1,084 | $5,679-80.9% | $6,542-83.4% | $4,310-74.8% |
| Admin fee / account holder | $272 | $144+88.3% | $14,302-98.1% | $188+44.7% |