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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST3 years Service code 15 · EIN 75-0962666 1800 NW LOOP 281 · LONGVIEW, TX 75604 | Recordkeeping | $28,886 |
HENRY & PETERS, PC2 years Filed as: HENRY & PETERS, P.C. Service code 10 · EIN 75-1503978 3310 S BROADWAY, SUITE 100 · TYLER, TX 75701 | Accounting | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,110 | $88,083-30.6% | $164,813-62.9% | $74,495-18.0% |
| Participation rate | 59.6% | 73.0%-13.4pp | 78.6%-19.0pp | 67.2%-7.6pp |
| Annual return | 14.73% | 17.26%-2.5pp | 69.93%-55.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $723 | $2,593-72.1% | $4,341-83.4% | $2,623-72.4% |
| Participant deferral / active EE | $1,823 | $4,498-59.5% | $6,031-69.8% | $4,346-58.0% |
| Admin fee / account holder | $281 | $2,234-87.4% | $12,690-97.8% | $1,942-85.5% |