Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Sales... | $245,566 |
Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $69,974 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,862 | $95,542-68.7% | $69,483-57.0% | $67,582-55.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 74.6%+25.4pp | 71.3%+28.7pp |
| Annual return | 7.18% | 17.67%-10.5pp | 28.99%-21.8pp | 378.57%-371.4pp |
| Employer contribution / active EE | $9,791 | $2,989+227.6% | $2,780+252.2% | $2,148+355.8% |
| Participant deferral / active EE | $10,412 | $3,263+219.1% | $3,537+194.4% | $3,539+194.2% |
| Admin fee / account holder | $174 | $90+93.2% | $3,841-95.5% | $142+22.0% |