Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC8 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $52,761 |
C & M ADMINISTRATORS, INC.4 years Service code 13 · EIN 75-1721253 | Contract Administrator | $9,997 |
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 | $65,136 | $93,617-30.4% | $135,982-52.1% | $75,177-13.4% |
| Participation rate | 95.4% | 75.2%+20.2pp | 81.9%+13.5pp | 67.2%+28.2pp |
| Annual return | 16.61% | 30.89%-14.3pp | 68.32%-51.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $1,271 | $3,538-64.1% | $4,859-73.8% | $2,671-52.4% |
| Participant deferral / active EE | $5,082 | $6,406-20.7% | $7,760-34.5% | $4,126+23.2% |
| Admin fee / account holder | $490 | $6,980-93.0% | $10,767-95.4% | $5,651-91.3% |