Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE INCENTIVE PLANS Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Contract A... | $70,565 |
ATLASMARK FINANCIAL, INC4 years Filed as: ATLASMARK FINANCIAL SERVICES, INC Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $17,011 |
PEGGY S. EDGE, CPA, LLC5+ years Service code 10 PO BOX 204151 · AUSTIN, TX 78720 | Accounting | $8,000 |
NATIONAL FINANCIAL SERVICES5+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 12 200 LIBERTY STREET · NEW YORK, NY 10281 | Claims processing; Custodial (securit... | $5,603 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $17,173 | $54,237-68.3% | $90,324-81.0% | $67,582-74.6% |
| Participation rate | 88.5% | 68.6%+19.9pp | 73.3%+15.2pp | 71.3%+17.2pp |
| Annual return | 18.15% | 37.27%-19.1pp | 78.15%-60.0pp | 378.57%-360.4pp |
| Employer contribution / active EE | $5,401 | $1,846+192.6% | $2,856+89.1% | $2,148+151.4% |
| Participant deferral / active EE | $589 | $2,625-77.6% | $3,885-84.8% | $3,539-83.4% |
| Admin fee / account holder | $302 | $123+145.0% | $5,356-94.4% | $142+112.4% |