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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 | $55,446+235.3% | $155,574+19.5% | $74,429+149.8% |
| Participation rate | 76.5% | 61.9%+14.6pp | 78.2%-1.7pp | 67.2%+9.3pp |
| Annual return | 14.52% | 269.20%-254.7pp | 64.87%-50.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $5,302 | $2,266+134.0% | $4,676+13.4% | $2,625+102.0% |
| Participant deferral / active EE | $5,954 | $2,836+109.9% | $5,629+5.8% | $4,348+36.9% |
| Admin fee / account holder | $498 | $1,743-71.4% | $15,914-96.9% | $1,944-74.4% |