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| Provider | Service type | Compensation |
|---|---|---|
M.E. ALLISON & CO., INC.1 year Filed as: M E ALLISON & COMPANY INC Service code 27 950 E BASSE RD · SAN ANTONIO, TX 78209 | Advisory (Plan) | $13,270 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CO 90071 | Recordkeeping Fees | $10,379 |
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.
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 | $32,104 | $63,314-49.3% | $91,004-64.7% | $62,293-48.5% |
| Participation rate | 51.9% | 73.3%-21.5pp | 75.6%-23.8pp | 69.5%-17.7pp |
| Annual return | 13.83% | 21.00%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,056 | $2,944-64.1% | $3,548-70.2% | $3,169-66.7% |
| Admin fee / account holder | $270 | $468-42.3% | $5,417-95.0% | $479-43.7% |