Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BURTON ENRIGHT WELCH1+ years Filed as: BURTON MCCUMBER & CORTEZ LLP Service code 10 1950 PAREDES LINE ROAD · BROWNSVILLE, TX 78521 | Accounting | $45,700 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $5,776 |
BRADLEY FOSTER & SARGENT INC1+ years Filed as: BRADLEY BURTON Service code 71 13300 OLD BLANCO RD STE 235 · SAN ANTONIO, TX 78216 | Brokerage Fees | $0 |
Filed as: EDWARD D. JONES & CO Service code 71 · EIN 43-0345811 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,688 | $57,096-72.5% | $94,229-83.4% | $55,191-71.6% |
| Participation rate | 65.9% | 75.7%-9.7pp | 78.8%-12.8pp | 69.2%-3.2pp |
| Annual return | -0.82% | 159.65%-160.5pp | 10.68%-11.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $678 | $1,708-60.3% | $3,587-81.1% | $1,899-64.3% |
| Participant deferral / active EE | $1,036 | $3,165-67.3% | $4,320-76.0% | $3,046-66.0% |
| Admin fee / account holder | $71 | $89-19.9% | $6,269-98.9% | $91-21.2% |