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| Provider | Service type | Compensation |
|---|---|---|
FNB WEALTH MANAGEMENT3+ years Filed as: FNB - TEMPLE (EXTRACO) Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $22,160 |
LITTLER MENDELSON, P.C.1 year Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $14,538 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $9,190 |
JULY BUSINESS SERVICES3+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $8,084 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,656 | $64,359-35.3% | $90,161-53.8% | $70,126-40.6% |
| Participation rate | 99.0% | 70.4%+28.5pp | 76.9%+22.1pp | 69.5%+29.4pp |
| Annual return | 2.79% | 28.13%-25.3pp | 34.89%-32.1pp | 73.15%-70.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,056 | $4,389-75.9% | $5,287-80.0% | $3,332-68.3% |
| Admin fee / account holder | $500 | $3,945-87.3% | $5,943-91.6% | $4,645-89.2% |