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| Provider | Service type | Compensation |
|---|---|---|
AVALON ADVISORS, LLC9 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $65,718 |
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 | $71,277 | $102,385-30.4% | $147,080-51.5% | $80,935-11.9% |
| Participation rate | 94.8% | 75.9%+19.0pp | 82.2%+12.6pp | 67.7%+27.2pp |
| Annual return | 16.75% | 135.09%-118.3pp | 420.17%-403.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,258 | $3,717-66.1% | $4,933-74.5% | $2,757-54.4% |
| Participant deferral / active EE | $4,502 | $6,651-32.3% | $8,066-44.2% | $4,299+4.7% |
| Admin fee / account holder | $506 | $7,951-93.6% | $12,989-96.1% | $6,924-92.7% |