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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $169,900 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $53,627 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,449 | $74,552-67.2% | $63,018-61.2% | $69,631-64.9% |
| Participation rate | 99.7% | 78.3%+21.4pp | 74.8%+24.9pp | 70.7%+29.0pp |
| Annual return | 18.78% | 15.77%+3.0pp | 87.62%-68.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $3,183 | $2,929+8.7% | $2,761+15.3% | $2,032+56.6% |
| Participant deferral / active EE | $3,218 | $2,974+8.2% | $3,330-3.4% | $3,224-0.2% |
| Admin fee / account holder | $153 | $59+157.4% | $3,601-95.8% | $110+38.5% |