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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONECREST ADVISORS INC Service code 27 300 W 6TH ST STE 1520 · AUSTIN, TX 78701 | Advisory (Plan) | $17,825 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,701 |
ORIENTAL BANK1 year Filed as: ORIENTAL BANK & TRUST Service code 13 P.O. BOX 191429 · SAN JUAN, PR 009191429 | Contract Administrator | $3,961 |
Service code 27 6504 BRIDGE POINT PKWY, SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $1,980 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $565 |
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.
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 | $50,590 | $105,210-51.9% | $159,487-68.3% | $85,851-41.1% |
| Participation rate | 36.7% | 75.8%-39.1pp | 82.8%-46.2pp | 69.3%-32.7pp |
| Annual return | 9.09% | 45.08%-36.0pp | 263.71%-254.6pp | 318.63%-309.5pp |
| Employer contribution / active EE | $2,133 | $3,319-35.7% | $4,831-55.9% | $2,565-16.9% |
| Participant deferral / active EE | $3,206 | $5,946-46.1% | $7,354-56.4% | $3,952-18.9% |
| Admin fee / account holder | $357 | $6,934-94.9% | $10,804-96.7% | $6,261-94.3% |