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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC8+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOA INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Recordkeeping... | $31,747 |
ATLASMARK FINANCIAL, INC7+ years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $15,895 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,057 | $49,451-12.9% | $79,580-45.9% | $66,938-35.7% |
| Participation rate | 32.7% | 61.3%-28.6pp | 69.5%-36.8pp | 69.8%-37.1pp |
| Annual return | -17.80% | 84.25%-102.1pp | 0.15%-18.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $69 | $1,266-94.5% | $2,413-97.1% | $2,545-97.3% |
| Participant deferral / active EE | $2,772 | $3,159-12.3% | $3,985-30.5% | $4,238-34.6% |
| Admin fee / account holder | $938 | $595+57.7% | $6,835-86.3% | $594+58.0% |