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| Provider | Service type | Compensation |
|---|---|---|
AUSTIN MONEY MANAGEMENT5 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $44,185 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $19,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,530 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,910 | $55,470+235.2% | $155,556+19.5% | $74,478+149.6% |
| Participation rate | 76.5% | 61.9%+14.6pp | 78.2%-1.7pp | 67.2%+9.3pp |
| Annual return | 14.52% | 269.80%-255.3pp | 64.84%-50.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $5,302 | $2,267+133.9% | $4,675+13.4% | $2,626+101.9% |
| Participant deferral / active EE | $5,954 | $2,838+109.8% | $5,631+5.7% | $4,350+36.9% |
| Admin fee / account holder | $498 | $1,744-71.5% | $15,885-96.9% | $1,946-74.4% |