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| Provider | Service type | Compensation |
|---|---|---|
VAN HOUTEN & ASSOCIATES, PC2 years Service code 10 1517 E. PALM VALLEY BLVD. · ROUND ROCK, TX 78664 | Accounting | $14,400 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Contract Administrator; Legal; Record... | $10,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,309 | $57,352-10.5% | $83,830-38.8% | $64,173-20.0% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | 2.06% | 11.38%-9.3pp | 850.97%-848.9pp | 7.63%-5.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $354 | $4,046-91.3% | $5,479-93.5% | $4,887-92.8% |