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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6300 BRIDGEPOINT PKWY · AUSTIN, TX 78730 | Contract Administrator | $11,899 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S 401(K), INC. Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $6,045 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,846 | $89,370-92.3% | $141,197-95.2% | $72,976-90.6% |
| Participation rate | 37.3% | 75.1%-37.8pp | 82.5%-45.2pp | 69.5%-32.2pp |
| Annual return | 15.07% | 111.88%-96.8pp | 71.41%-56.3pp | 81.02%-65.9pp |
| Employer contribution / active EE | $1,622 | $3,115-47.9% | $4,736-65.7% | $2,440-33.5% |
| Participant deferral / active EE | $2,697 | $5,419-50.2% | $6,710-59.8% | $3,608-25.2% |
| Admin fee / account holder | $116 | $5,957-98.1% | $10,265-98.9% | $5,124-97.7% |