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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,758 |
AUSTIN MONEY MANAGEMENT1 year Service code 27 · EIN 83-0665580 | Advisory (Plan) | $13,850 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $12,000 |
Filed as: MML INVESTOR SERVICES LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $8,032 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,130 | $58,888+187.2% | $178,499-5.2% | $73,493+130.1% |
| Participation rate | 96.3% | 66.2%+30.1pp | 81.9%+14.4pp | 70.7%+25.6pp |
| Annual return | 16.57% | 24.86%-8.3pp | 151.10%-134.5pp | 28.51%-11.9pp |
| Employer contribution / active EE | $6,158 | $2,236+175.4% | $5,011+22.9% | $2,270+171.3% |
| Participant deferral / active EE | $6,094 | $2,568+137.3% | $5,202+17.1% | $3,740+63.0% |
| Admin fee / account holder | $423 | $400+5.8% | $13,986-97.0% | $513-17.5% |