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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $43,880 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $10,434 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,721 | $37,213+4.1% | $156,551-75.3% | $63,975-39.5% |
| Participation rate | 31.9% | 65.0%-33.1pp | 84.0%-52.1pp | 71.1%-39.2pp |
| Annual return | 9.08% | 47.89%-38.8pp | 32.23%-23.1pp | 48.65%-39.6pp |
| Employer contribution / active EE | $144 | $1,357-89.4% | $5,501-97.4% | $2,182-93.4% |
| Participant deferral / active EE | $1,063 | $2,070-48.7% | $4,871-78.2% | $3,356-68.3% |
| Admin fee / account holder | $22 | $56-61.2% | $13,028-99.8% | $70-69.0% |