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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE · SALT LAKE CITY, UT 84047 | Recordkeeping | $4,911 |
BENEFITEXCEL1 year Service code 99 · EIN 46-3325287 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78401 | Other Fees | $4,489 |
SOUTH STATE RPS1 year Filed as: SOUTH TEXAS ADMINISTRATORS Service code 15 · EIN 72-1396621 711 NORTH CHARANCAHUA ST STE 1400 · CORPUS CHRISTI, TX 78401 | Recordkeeping | $4,000 |
SOUTH STATE RPS1 year Filed as: SOUTH TEXAS ADMINISTRATORS INC Service code 15 · EIN 72-1396621 711 N CARANCAHUA ST, SUITE 1400 · CORPUS CHRISTI, TX 78401 | Recordkeeping | $4,000 |
ADMIN3161 year Service code 14 · EIN 81-0759783 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401 | Plan Administrator | $2,470 |
Service code 27 · EIN 46-0638297 2017 EAST PEARL STREET · GRANBURY, TX 76048 | Advisory (Plan) | $1,942 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 · EIN 82-0543156 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Securities Custodian | $233 |
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,831 | $66,302-86.7% | $110,243-92.0% | $56,287-84.3% |
| Participation rate | 13.2% | 74.9%-61.7pp | 79.8%-66.6pp | 69.9%-56.7pp |
| Annual return | -13.70% | -1.18%-12.5pp | 314.76%-328.5pp | -9.96%-3.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $449 | $3,381-86.7% | $4,672-90.4% | $3,350-86.6% |
| Admin fee / account holder | $502 | $698-28.1% | $8,548-94.1% | $521-3.7% |