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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 301 N MAIN ST. · TAYLOR, TX 765743642 | Advisory (Plan) | $14,598 |
Service code 12 · EIN 48-1205033 | Claims processing; Float revenue; Rec... | $9,731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,977 | $64,919-67.7% | $392,568-94.7% | $65,186-67.8% |
| Participation rate | 19.7% | 72.0%-52.3pp | 78.1%-58.3pp | 70.2%-50.5pp |
| Annual return | 18.30% | 26.09%-7.8pp | 24.42%-6.1pp | 29.39%-11.1pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $279 | $3,668-92.4% | $5,985-95.3% | $3,514-92.1% |
| Admin fee / account holder | $236 | $634-62.7% | $6,260-96.2% | $847-72.1% |