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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping fees; Contract Administ... | $26,067 |
ATLASMARK FINANCIAL, INC5+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $12,278 |
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).
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 | $37,353 | $54,573-31.6% | $90,970-58.9% | $73,493-49.2% |
| Participation rate | 34.9% | 61.2%-26.3pp | 69.0%-34.1pp | 70.7%-35.8pp |
| Annual return | 12.02% | 16.69%-4.7pp | 134.58%-122.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $87 | $991-91.2% | $2,122-95.9% | $2,270-96.1% |
| Participant deferral / active EE | $2,075 | $2,517-17.6% | $3,373-38.5% | $3,740-44.5% |
| Admin fee / account holder | $762 | $521+46.1% | $5,960-87.2% | $513+48.5% |