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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL LIFE ADVISORS3 years Filed as: FINANCIAL LIFE ADVISORS LLC Service code 15 14607 SAN PEDRO AVE # 190 · SAN ANTONIO, TX 78232 | Recordkeeping | $0 |
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.
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 | $72,107 | $104,479-31.0% | $159,474-54.8% | $79,391-9.2% |
| Participation rate | 11.8% | 76.6%-64.8pp | 82.8%-71.0pp | 70.7%-58.9pp |
| Annual return | 7.47% | 67.98%-60.5pp | 263.68%-256.2pp | 116.88%-109.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $407 | $6,468-93.7% | $7,353-94.5% | $4,046-89.9% |
| Admin fee / account holder | $785 | $711+10.3% | $10,802-92.7% | $627+25.2% |