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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $24,398 |
ATLASMARK FINANCIAL, INC4+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $11,211 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,900 | $49,138-37.1% | $84,021-63.2% | $65,185-52.6% |
| Participation rate | 37.4% | 60.7%-23.3pp | 69.0%-31.6pp | 70.2%-32.8pp |
| Annual return | 18.27% | 23.00%-4.7pp | 71.32%-53.1pp | 29.38%-11.1pp |
| Employer contribution / active EE | $86 | $914-90.5% | $1,984-95.6% | $2,177-96.0% |
| Participant deferral / active EE | $1,995 | $2,397-16.8% | $3,239-38.4% | $3,514-43.2% |
| Admin fee / account holder | $632 | $543+16.2% | $6,102-89.6% | $847-25.4% |