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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC1 year Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $30,912 |
WENTWORTH HAUSER & VIOLICH2+ years Filed as: WENTWORTH HAUSER AND VIOLICH Service code 27 · EIN 91-1631391 | Advisory (Plan) | $20,032 |
CARLEY GUILBERT2+ years Filed as: CARLEY & MCCAW, INC. Service code 13 · EIN 75-1721253 | Contract Administrator | $9,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,085 | $76,551-21.5% | $123,894-51.5% | $62,881-4.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.32% | 18.68%-8.4pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,167 | $2,882-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $3,458 | $4,840-28.6% | $5,984-42.2% | $3,203+8.0% |
| Admin fee / account holder | $610 | $4,826-87.4% | $8,357-92.7% | $4,296-85.8% |