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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC7 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $60,876 |
C & M ADMINISTRATORS, INC.3 years Service code 13 · EIN 75-1721253 | Contract Administrator | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,099 | $82,678-34.6% | $125,391-56.9% | $68,490-21.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.29% | -5.97%-6.3pp | 572.41%-584.7pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,425 | $3,382-57.9% | $4,816-70.4% | $2,597-45.1% |
| Participant deferral / active EE | $4,735 | $6,111-22.5% | $7,448-36.4% | $4,028+17.6% |
| Admin fee / account holder | $571 | $6,277-90.9% | $10,009-94.3% | $5,403-89.4% |