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| Provider | Service type | Compensation |
|---|---|---|
AUSTIN MONEY MANAGEMENT6 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $47,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,283 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,594 |
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 | $211,109 | $45,343+365.6% | $150,298+40.5% | $67,986+210.5% |
| Participation rate | 75.8% | 51.9%+23.9pp | 77.8%-2.0pp | 57.2%+18.6pp |
| Annual return | 18.31% | 33.28%-15.0pp | 62.79%-44.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $6,734 | $1,462+360.6% | $4,154+62.1% | $2,019+233.6% |
| Participant deferral / active EE | $6,230 | $2,055+203.2% | $5,453+14.3% | $3,358+85.5% |
| Admin fee / account holder | $501 | $2,250-77.7% | $14,116-96.4% | $3,203-84.4% |