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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST GLOBAL ADVISORS, INC. Service code 27 P.O. BOX 743248 · DALLAS, TX 75374 | Advisory (Plan) | $38,796 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,370 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,008 | $46,732+163.2% | $156,551-21.4% | $55,167+123.0% |
| Participation rate | 94.3% | 65.8%+28.5pp | 84.0%+10.3pp | 69.0%+25.3pp |
| Annual return | 7.04% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $5,433 | $2,105+158.1% | $5,501-1.2% | $1,963+176.8% |
| Participant deferral / active EE | $4,821 | $2,204+118.7% | $4,871-1.0% | $3,054+57.9% |
| Admin fee / account holder | $322 | $418-23.0% | $13,028-97.5% | $504-36.1% |