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| Provider | Service type | Compensation |
|---|---|---|
JSA PENSION SERVICES, INC.8+ years Service code 13 · EIN 26-1626533 155 COTTONWOOD TRL · GUN BARREL CITY, TX 75156 | Contract Administrator | $21,454 |
GRB FINANCIAL, LLC7 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $12,197 |
Service code 10 · EIN 43-0831507 800 MARKET ST SUITE 500 · ST LOUIS, MO 63101 | Accounting | $8,910 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,537 | $46,332-77.3% | $143,799-92.7% | $64,819-83.7% |
| Participation rate | 51.7% | 64.2%-12.5pp | 80.3%-28.6pp | 71.5%-19.7pp |
| Annual return | -16.01% | -10.05%-6.0pp | -0.04%-16.0pp | 32.84%-48.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $779 | $2,647-70.6% | $5,638-86.2% | $4,311-81.9% |
| Admin fee / account holder | $154 | $154+0.2% | $14,677-98.9% | $188-17.9% |