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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES9 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $68,226 |
Filed as: LASALLE ST SECURITIES, LLC Service code 27 3304 SOUTH BROADWAY · TYLER, TX 75701 | Advisory (Plan) | $34,789 |
Filed as: TRINITY CAPITAL MANAGEMENT Service code 27 821 ESE LOOP 323, SUITE 110 · TYLER, TX 75701 | Advisory (Plan) | $8,099 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,094 | $55,415+46.3% | $155,509-47.9% | $74,495+8.9% |
| Participation rate | 80.5% | 61.9%+18.6pp | 78.2%+2.3pp | 67.2%+13.3pp |
| Annual return | 10.92% | 268.50%-257.6pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,408 | $2,267+6.2% | $4,672-48.5% | $2,623-8.2% |
| Participant deferral / active EE | $4,533 | $2,836+59.8% | $5,626-19.4% | $4,346+4.3% |
| Admin fee / account holder | $645 | $1,738-62.9% | $15,912-95.9% | $1,942-66.8% |