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| Provider | Service type | Compensation |
|---|---|---|
TEXAS BANK AND TRUST2+ years Filed as: TEXAS BANK AND TRUST COMPANY Service code 15 · EIN 75-0962666 1800 NW LOOP 281 · LONGVIEW, TX 75604 | Recordkeeping | $21,255 |
Service code 10 · EIN 75-1423103 915 N JEFFERSON STREET · MT. PLEASANT, TX 75456 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,312 | $42,546+93.5% | $71,796+14.6% | $55,167+49.2% |
| Participation rate | 42.1% | 59.1%-17.0pp | 69.1%-27.0pp | 69.0%-26.8pp |
| Annual return | 0.17% | 12.36%-12.2pp | 78.04%-77.9pp | 169.23%-169.1pp |
| Employer contribution / active EE | $180 | $803-77.6% | $1,924-90.6% | $1,963-90.8% |
| Participant deferral / active EE | $1,312 | $2,064-36.4% | $2,794-53.1% | $3,054-57.0% |
| Admin fee / account holder | $290 | $650-55.3% | $4,815-94.0% | $504-42.4% |