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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 1517 E. PALM VALLEY BLVD. · ROUND ROCK, TX 78664 | Accounting | $14,000 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Recordkeeping and information managem... | $10,944 |
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 | $43,643 | $58,726-25.7% | $92,240-52.7% | $62,293-29.9% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.5%-2.6pp | 69.5%+4.3pp |
| Annual return | 3.92% | 43.62%-39.7pp | 176.29%-172.4pp | 28.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $229 | $556-58.8% | $5,194-95.6% | $479-52.1% |