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| Provider | Service type | Compensation |
|---|---|---|
EXTRACO BANKS1 year Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $14,647 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $9,995 |
JULY BUSINESS SERVICES7+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $5,651 |
LITTLER MENDELSON, P.C.5 years Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $520 |
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 | $39,019 | $77,157-49.4% | $108,405-64.0% | $85,851-54.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 80.1%+18.0pp | 69.3%+28.8pp |
| Annual return | 7.09% | 44.55%-37.5pp | 905.55%-898.5pp | 318.63%-311.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,052 | $5,567-81.1% | $6,563-84.0% | $3,952-73.4% |
| Admin fee / account holder | $407 | $5,174-92.1% | $7,297-94.4% | $6,261-93.5% |