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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Contract A... | $58,478 |
ATLASMARK FINANCIAL, INC2 years Filed as: ATLASMARK FINANCIAL, INC. Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $35,657 |
PEGGY S. EDGE, CPA, LLC10+ years Service code 10 P.O. BOX 204151 · AUSTIN, TX 78720 | Accounting | $9,000 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $5,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,125 | $65,960-54.3% | $81,882-63.2% | $77,762-61.3% |
| Participation rate | 86.9% | 65.8%+21.1pp | 72.4%+14.5pp | 70.6%+16.3pp |
| Annual return | 10.61% | 26.64%-16.0pp | 779.47%-768.9pp | 31.27%-20.7pp |
| Employer contribution / active EE | $5,609 | $2,375+136.2% | $2,916+92.3% | $2,728+105.6% |
| Participant deferral / active EE | $1,055 | $3,505-69.9% | $4,323-75.6% | $4,651-77.3% |
| Admin fee / account holder | $425 | $526-19.3% | $7,360-94.2% | $433-1.9% |