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 |
|---|---|---|
LEGACY TEXAS WEALTH ADVISORS3 years Service code 26 · EIN 20-4155219 100 N. CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Advisory (Participants) | $19,753 |
JULY BUSINESS SERVICES8+ years Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,088 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,175 | $49,471+62.1% | $79,583+0.7% | $66,949+19.8% |
| Participation rate | 35.3% | 61.4%-26.0pp | 69.5%-34.2pp | 69.8%-34.5pp |
| Annual return | -14.62% | 84.30%-98.9pp | 0.16%-14.8pp | 1.57%-16.2pp |
| Employer contribution / active EE | $167 | $1,266-86.8% | $2,414-93.1% | $2,545-93.5% |
| Participant deferral / active EE | $1,342 | $3,160-57.5% | $3,986-66.3% | $4,239-68.3% |
| Admin fee / account holder | $403 | $595-32.3% | $6,835-94.1% | $594-32.2% |