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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 | Direct payment from the plan; Custodi... | $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 | $102,382-95.2% | $147,005-96.6% | $80,874-93.9% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | -5.87% | 134.89%-140.8pp | 418.76%-424.6pp | 35.62%-41.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $609 | $7,942-92.3% | $13,006-95.3% | $6,935-91.2% |