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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC1+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $20,938 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Legal; Recordkeeping fees; Participan... | $16,881 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,760 | $42,546-55.9% | $71,796-73.9% | $55,167-66.0% |
| Participation rate | 42.7% | 59.1%-16.4pp | 69.1%-26.4pp | 69.0%-26.3pp |
| Annual return | 6.55% | 12.36%-5.8pp | 78.04%-71.5pp | 169.23%-162.7pp |
| Employer contribution / active EE | $88 | $803-89.1% | $1,924-95.4% | $1,963-95.5% |
| Participant deferral / active EE | $2,210 | $2,064+7.0% | $2,794-20.9% | $3,054-27.7% |
| Admin fee / account holder | $436 | $650-32.9% | $4,815-90.9% | $504-13.5% |