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| Provider | Service type | Compensation |
|---|---|---|
SHELTON, JOSEPH J.1+ years Filed as: SHELTON VAN HOUTEN, CPA'S, LLP Service code 10 100 NORTHWEST DRIVE · ROUND ROCK, TX 78664 | Accounting | $13,500 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Contract Administrator; Recordkeeping... | $9,871 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $61,503 | $50,464+21.9% | $75,784-18.8% | $52,331+17.5% |
| Participation rate | 70.1% | 66.8%+3.3pp | 75.8%-5.7pp | 68.1%+2.0pp |
| Annual return | 2.51% | 1.03%+1.5pp | 9.68%-7.2pp | 4.54%-2.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $201 | $1,103-81.8% | $5,300-96.2% | $592-66.0% |