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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC2 years Filed as: ATLASMARK FINANCIAL SERVICES, INC Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $67,571 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $66,875 |
PEGGY S. EDGE, CPA, LLC3+ years Service code 10 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $8,000 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 12 200 LIBERTY STREET · NEW YORK, NY 10281 | Claims processing; Custodial (securit... | $5,660 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,737 | $46,100-50.7% | $86,582-73.7% | $69,631-67.3% |
| Participation rate | 72.8% | 67.2%+5.6pp | 73.5%-0.8pp | 70.7%+2.1pp |
| Annual return | 12.65% | 21.02%-8.4pp | 965.08%-952.4pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $3,293 | $1,850+78.0% | $2,839+16.0% | $2,032+62.0% |
| Participant deferral / active EE | $751 | $2,432-69.1% | $3,609-79.2% | $3,224-76.7% |
| Admin fee / account holder | $397 | $94+322.9% | $4,904-91.9% | $110+259.3% |