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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $9,397 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $8,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,558 | $99,957-66.4% | $149,745-77.6% | $73,497-54.3% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.8pp | 70.7%-3.0pp |
| Annual return | 13.28% | 53.87%-40.6pp | 276.72%-263.4pp | 28.51%-15.2pp |
| Employer contribution / active EE | $806 | $3,191-74.7% | $4,646-82.6% | $2,270-64.5% |
| Participant deferral / active EE | $2,808 | $6,073-53.8% | $6,843-59.0% | $3,740-24.9% |
| Admin fee / account holder | $242 | $551-56.1% | $9,312-97.4% | $513-52.9% |