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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 13 · EIN 26-4203770 | Contract Administrator | $1,500 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $1,275 |
KOINONIA FINANCIAL, LLC5 years Service code 33 8505 TECHNOLOGY FOREST PL · THE WOODLANDS, TX 77381 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,452 | $104,336-40.1% | $159,474-60.8% | $86,821-28.1% |
| Participation rate | 62.0% | 77.7%-15.8pp | 82.8%-20.9pp | 72.3%-10.3pp |
| Annual return | 12.64% | 26.32%-13.7pp | 263.68%-251.0pp | 97.94%-85.3pp |
| Employer contribution / active EE | $737 | $3,451-78.6% | $4,831-84.7% | $2,406-69.4% |
| Participant deferral / active EE | $4,935 | $6,837-27.8% | $7,353-32.9% | $4,132+19.4% |
| Admin fee / account holder | $11 | $172-93.5% | $10,802-99.9% | $170-93.4% |