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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,180 |
FROST BANK3 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $24,419 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $23,100 |
CAH ADVISORS LLC1 year Service code 27 · EIN 87-1654179 | Advisory (Plan) | $11,228 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,437 | $122,042-70.1% | $184,260-80.2% | $74,459-51.1% |
| Participation rate | 71.2% | 85.5%-14.3pp | 86.8%-15.6pp | 67.2%+4.0pp |
| Annual return | 16.38% | 19.91%-3.5pp | 28.84%-12.5pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $711 | $4,537-84.3% | $6,427-88.9% | $2,626-72.9% |
| Participant deferral / active EE | $7,370 | $7,143+3.2% | $9,133-19.3% | $4,350+69.4% |
| Admin fee / account holder | $282 | $1,252-77.5% | $13,898-98.0% | $1,945-85.5% |