Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BURTON ENRIGHT WELCH2+ years Filed as: BURTON MCCUMBER & CORTEZ LLP Service code 10 1950 PAREDES LINE ROAD · BROWNSVILLE, TX 78521 | Accounting | $50,946 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $6,882 |
BRADLEY FOSTER & SARGENT INC2+ 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 | $17,117 | $107,378-84.1% | $108,582-84.2% | $57,658-70.3% |
| Participation rate | 65.7% | 77.1%-11.4pp | 79.6%-13.9pp | 70.2%-4.5pp |
| Annual return | 7.94% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $761 | $1,782-57.3% | $3,758-79.8% | $1,974-61.4% |
| Participant deferral / active EE | $1,034 | $3,221-67.9% | $4,311-76.0% | $3,061-66.2% |
| Admin fee / account holder | $76 | $108-29.7% | $7,645-99.0% | $95-19.4% |