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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT ADVISORS CORP1 year Service code 18 2711 N HASKELL AVE, SUITE 2900 · DALLAS, TX 75204 | Custodial (other than securities) | $23,501 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1700 PACIFIC AVE, SUITE 3650 · DALLAS, TX 75201 | Contract Administrator | $7,792 |
Service code 17 200 S. VIRGINIA STREET, SUITE 800 · RENO, NV 89501 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,113 | $51,466-22.1% | $78,778-49.1% | $62,293-35.6% |
| Participation rate | 61.2% | 59.8%+1.4pp | 69.2%-8.0pp | 69.5%-8.4pp |
| Annual return | 10.92% | 19.96%-9.0pp | 35.62%-24.7pp | 28.90%-18.0pp |
| Employer contribution / active EE | $265 | $827-68.0% | $1,986-86.7% | $2,042-87.0% |
| Participant deferral / active EE | $1,460 | $2,147-32.0% | $2,958-50.7% | $3,169-53.9% |
| Admin fee / account holder | $408 | $489-16.6% | $5,134-92.1% | $479-14.9% |