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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $20,000 |
PENDO ADVISORS4 years Service code 10 · EIN 26-4836192 | Accounting | $17,861 |
BANKERS TRUST COMPANY4 years Filed as: TI-TRUST Service code 18 · EIN 20-1171923 | Trustee (bank, trust company, or simi... | $16,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,964 | $102,422-95.2% | $147,117-96.6% | $80,959-93.9% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | -5.87% | 135.16%-141.0pp | 420.54%-426.4pp | 35.67%-41.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $609 | $7,953-92.3% | $12,993-95.3% | $6,925-91.2% |