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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC5 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $19,576 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $16,966 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Other services; Claims processing; Cu... | $3,110 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,292 | $101,672-66.3% | $147,117-76.7% | $74,478-54.0% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 11.72% | 8757.83%-8746.1pp | 420.54%-408.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $907 | $3,813-76.2% | $4,932-81.6% | $2,626-65.5% |
| Participant deferral / active EE | $2,714 | $7,305-62.8% | $8,065-66.3% | $4,350-37.6% |
| Admin fee / account holder | $288 | $1,753-83.6% | $12,993-97.8% | $1,946-85.2% |