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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC5 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $44,734 |
Service code 13 · EIN 75-1721253 | Contract Administrator | $12,394 |
Filed as: COLLIER, JOHNSON AND WOODS, P.C. Service code 10 · EIN 74-2520265 | Accounting | $10,318 |
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.
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 | $84,045 | $98,776-14.9% | $149,745-43.9% | $79,856+5.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.43% | 27.38%-16.0pp | 276.72%-265.3pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,265 | $3,217-60.7% | $4,646-72.8% | $2,471-48.8% |
| Participant deferral / active EE | $4,298 | $5,681-24.3% | $6,843-37.2% | $3,741+14.9% |
| Admin fee / account holder | $540 | $6,053-91.1% | $9,312-94.2% | $5,306-89.8% |