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| Provider | Service type | Compensation |
|---|---|---|
ATLASMARK FINANCIAL, INC1 year Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $7,987 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Participant loan p... | $7,456 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $58,320-53.7% | $86,451-68.8% | $66,949-59.7% |
| Participation rate | 62.9% | 78.6%-15.7pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -16.12% | -9.71%-6.4pp | 4398.51%-4414.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,523 | $2,615-41.8% | $3,770-59.6% | $2,545-40.1% |
| Participant deferral / active EE | $2,540 | $6,899-63.2% | $6,953-63.5% | $4,239-40.1% |
| Admin fee / account holder | $171 | $546-68.6% | $6,734-97.5% | $594-71.2% |