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| Provider | Service type | Compensation |
|---|---|---|
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 · EIN 75-2409112 5005 LYNDON B JOHNSON FREEWAY · DALLAS, TX 75244 | Accounting | $25,040 |
Filed as: FIDELITY FINANCIAL Service code 27 900 SALEM STREET · SMITHFIELD, RI 02917 | Advisory (Plan) | $20,756 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD, SUITE 100 · ALBUQUERQUE, NM 87110 | Participant loan processing; Claims p... | $15,162 |
GEORGE JOHNSON & COMPANY3 years Filed as: GEORGE VALUATION ADVISORS Service code 34 15150 PRESTON ROAD, SUITE · DALLAS, TX 75248 | Valuation (appraisals, etc.) | $9,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,303 | $101,763+60.5% | $164,866-0.9% | $80,874+101.9% |
| Participation rate | 88.9% | 71.8%+17.1pp | 78.6%+10.3pp | 67.6%+21.2pp |
| Annual return | 13.27% | 16.73%-3.5pp | 69.97%-56.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $12,554 | $2,954+324.9% | $4,343+189.1% | $2,756+355.6% |
| Participant deferral / active EE | $5,915 | $4,477+32.1% | $6,033-1.9% | $4,297+37.7% |
| Admin fee / account holder | $592 | $8,228-92.8% | $12,689-95.3% | $6,935-91.5% |