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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 75-1983809 PO BOX 889 · ALLEN, TX 75013 | Recordkeeping Fees | $129,158 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $15,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,263 | $47,977+152.8% | $154,108-21.3% | $56,289+115.4% |
| Participation rate | 78.7% | 66.2%+12.5pp | 83.0%-4.4pp | 69.9%+8.8pp |
| Annual return | -2.69% | 3.54%-6.2pp | 735.21%-737.9pp | -9.96%+7.3pp |
| Employer contribution / active EE | $5,015 | $2,169+131.2% | $5,298-5.3% | $2,111+137.5% |
| Participant deferral / active EE | $3,231 | $2,392+35.1% | $5,081-36.4% | $3,350-3.5% |
| Admin fee / account holder | $702 | $438+60.1% | $13,411-94.8% | $521+34.7% |