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| Provider | Service type | Compensation |
|---|---|---|
JSA PENSION SERVICES, INC.3+ years Service code 13 · EIN 26-1626533 P O BOX 330 · MABANK, TX 75147 | Contract Administrator | $22,780 |
GRB FINANCIAL, LLC2 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $9,028 |
PK & ASSOCIATES, LLP3+ years Service code 10 · EIN 46-2289454 P O BOX 1533 · MIDLOTHIAN, TX 76065 | Accounting | $7,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,418 | $46,173-83.9% | $170,435-95.6% | $69,631-89.3% |
| Participation rate | 49.4% | 63.9%-14.5pp | 83.6%-34.2pp | 70.7%-21.3pp |
| Annual return | 11.87% | 21.62%-9.8pp | 205.94%-194.1pp | 27571.02%-27559.2pp |
| Employer contribution / active EE | $281 | $1,610-82.5% | $5,432-94.8% | $2,032-86.2% |
| Participant deferral / active EE | $652 | $2,080-68.6% | $4,939-86.8% | $3,224-79.8% |
| Admin fee / account holder | $106 | $116-8.2% | $13,881-99.2% | $110-3.6% |