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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC9 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $65,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,277 | $102,393-30.4% | $147,041-51.5% | $80,911-11.9% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 16.75% | 134.95%-118.2pp | 419.21%-402.5pp | 35.63%-18.9pp |
| Employer contribution / active EE | $1,258 | $3,715-66.1% | $4,935-74.5% | $2,756-54.3% |
| Participant deferral / active EE | $4,502 | $6,647-32.3% | $8,071-44.2% | $4,297+4.8% |
| Admin fee / account holder | $506 | $7,943-93.6% | $13,006-96.1% | $6,935-92.7% |