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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC2+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $26,044 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Legal; Participant communication; Rec... | $19,127 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,112 | $51,466-57.0% | $78,778-71.9% | $62,293-64.5% |
| Participation rate | 40.7% | 59.8%-19.1pp | 69.2%-28.5pp | 69.5%-28.8pp |
| Annual return | 13.15% | 19.96%-6.8pp | 35.62%-22.5pp | 28.90%-15.7pp |
| Employer contribution / active EE | $93 | $827-88.8% | $1,986-95.3% | $2,042-95.5% |
| Participant deferral / active EE | $2,242 | $2,147+4.4% | $2,958-24.2% | $3,169-29.3% |
| Admin fee / account holder | $468 | $489-4.5% | $5,134-90.9% | $479-2.5% |