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| Provider | Service type | Compensation |
|---|---|---|
AUSTIN MONEY MANAGEMENT3 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $37,109 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,977 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 227 WEST TRADE ST., SUITE 1100 · CHARLOTTE, NC 28202 | Accounting | $13,400 |
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 | $148,636 | $65,092+128.3% | $143,799+3.4% | $66,938+122.0% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.70% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $6,511 | $2,362+175.7% | $4,952+31.5% | $2,545+155.8% |
| Participant deferral / active EE | $6,443 | $2,920+120.6% | $5,638+14.3% | $4,238+52.0% |
| Admin fee / account holder | $549 | $502+9.3% | $14,677-96.3% | $594-7.5% |