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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $11,590 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $590 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,045 | $48,064-52.1% | $78,778-70.7% | $69,631-66.9% |
| Participation rate | 70.6% | 61.6%+9.0pp | 69.2%+1.4pp | 70.7%-0.1pp |
| Annual return | 10.91% | 21.81%-10.9pp | 35.62%-24.7pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $150 | $744-79.9% | $1,986-92.5% | $2,032-92.6% |
| Participant deferral / active EE | $1,477 | $2,079-29.0% | $2,958-50.1% | $3,224-54.2% |
| Admin fee / account holder | $42 | $152-72.6% | $5,134-99.2% | $110-62.2% |