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| Provider | Service type | Compensation |
|---|---|---|
PARK FOWLER & CO., PLLC1 year Filed as: PARK FOWLER & COMPANY Service code 34 4639 CORONA DRIVE, STE 100 · CORPUS CHRISTI, TX 78411 | Valuation (appraisals, etc.) | $12,000 |
Filed as: ABG ROCKY MOUNTAIN BENFIT INC. Service code 15 · EIN 87-0364490 7090 SOUTH UNION PARK AVE. STE. 650 · SALT LAKE CITY, UT 84047 | Recordkeeping | $6,549 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE Service code 19 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Securities Custodian | $1,782 |
ADMIN3162 years Service code 14 · EIN 81-0759783 800 NORTH SHORELINE BLVD · CORPUS CHRISTI, TX 78401 | Plan Administrator | $1,556 |
BENEFITEXCEL2 years Service code 99 · EIN 46-3325287 4639 CORONA DRIVE · CORPUS CHRISTI, TX 78401 | Other Fees | $1,319 |
STONEWATER WEALTH MANAGEMENT2 years Service code 27 · EIN 46-0638297 2017 EAST PEARL STREET · GRANBURY, TX 76048 | Advisory (Plan) | $1,028 |
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.
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 | $14,256 | $86,332-83.5% | $125,180-88.6% | $65,185-78.1% |
| Participation rate | 13.8% | 75.3%-61.6pp | 79.8%-66.0pp | 70.2%-56.4pp |
| Annual return | 1.61% | 27.43%-25.8pp | 43.79%-42.2pp | 29.38%-27.8pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $458 | $3,537-87.1% | $4,937-90.7% | $3,514-87.0% |
| Admin fee / account holder | $988 | $609+62.3% | $9,703-89.8% | $847+16.7% |