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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC3+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $31,542 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Contract A... | $22,677 |
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.
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 | $24,506 | $42,548-42.4% | $74,551-67.1% | $56,289-56.5% |
| Participation rate | 42.0% | 60.5%-18.5pp | 69.1%-27.2pp | 69.9%-27.9pp |
| Annual return | -8.62% | 12.40%-21.0pp | 32.53%-41.2pp | -9.96%+1.3pp |
| Employer contribution / active EE | $80 | $855-90.7% | $1,961-95.9% | $2,111-96.2% |
| Participant deferral / active EE | $2,073 | $2,277-9.0% | $3,108-33.3% | $3,350-38.1% |
| Admin fee / account holder | $589 | $467+26.1% | $5,059-88.4% | $521+13.0% |