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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC2 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $28,419 |
Filed as: COLLIER, JOHNSON AND WOODS, P.C. Service code 10 · EIN 74-2520265 | Accounting | $9,246 |
CARLEY GUILBERT3+ years Filed as: CARLEY & MCCAW, INC. Service code 13 · EIN 75-1721253 | Contract Administrator | $8,400 |
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.
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 | $71,303 | $85,766-16.9% | $136,298-47.7% | $70,126+1.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.50% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $953 | $2,966-67.9% | $4,696-79.7% | $2,343-59.3% |
| Participant deferral / active EE | $3,900 | $5,051-22.8% | $6,247-37.6% | $3,332+17.1% |
| Admin fee / account holder | $397 | $5,421-92.7% | $9,244-95.7% | $4,645-91.5% |