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| Provider | Service type | Compensation |
|---|---|---|
LEVERAGE RETIREMENT, INC.3 years Service code 64 · EIN 75-1983809 PO BOX 889 · ALLEN, TX 75013 | Recordkeeping Fees | $120,000 |
Filed as: HUSELTON MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 12221 MERIT DRIVE, SUITE 1800 · DALLAS, TX 75251 | Accounting | $18,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,033 | $209,422-72.8% | $178,503-68.0% | $158,982-64.1% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 1.37% | 188.81%-187.4pp | 151.12%-149.7pp | 302.99%-301.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $963 | $17,079-94.4% | $13,987-93.1% | $11,252-91.4% |