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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $21,252 |
HAPPY STATE BANK4 years Service code 27 · EIN 75-0270470 | Advisory (Plan) | $4,756 |
Filed as: COMMERCE STREET INVESTMENT ADVISORS Service code 27 · EIN 20-5718731 | Advisory (Plan) | $1,777 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,242 | $56,767-71.4% | $101,794-84.0% | $85,563-81.0% |
| Participation rate | 47.5% | 57.6%-10.1pp | 69.2%-21.7pp | 66.0%-18.5pp |
| Annual return | 15.71% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $414 | $1,112-62.7% | $2,289-81.9% | $2,654-84.4% |
| Participant deferral / active EE | $636 | $2,720-76.6% | $4,084-84.4% | $4,375-85.5% |
| Admin fee / account holder | $100 | $1,098-90.9% | $8,777-98.9% | $834-88.0% |