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| Provider | Service type | Compensation |
|---|---|---|
SHELTON, JOSEPH J.2+ years Filed as: SHELTON VAN HOUTEN, CPA'S, LLP Service code 10 100 NORTHWEST DRIVE · ROUND ROCK, TX 78664 | Accounting | $14,000 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Participant communication; Contract A... | $7,354 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,257 | $52,884-10.6% | $84,753-44.2% | $55,167-14.3% |
| Participation rate | 97.0% | 67.5%+29.5pp | 76.6%+20.4pp | 69.0%+28.0pp |
| Annual return | 3.06% | 18.03%-15.0pp | 22.78%-19.7pp | 169.23%-166.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $160 | $581-72.5% | $5,333-97.0% | $504-68.3% |