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| Provider | Service type | Compensation |
|---|---|---|
TRANSPORT WORKERS UNION3 years Filed as: TRANSPORT WORKERS UNION 513 RET PLN Service code 14 1169 NORTH BURLESON BLVD · BURLESON, TX 76028 | Plan Administrator | $71,454 |
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $630 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,070 | $51,092-41.1% | $76,735-60.8% | $79,634-62.2% |
| Participation rate | 73.2% | 50.2%+23.0pp | 69.5%+3.7pp | 62.5%+10.7pp |
| Annual return | 6.58% | 18.04%-11.5pp | 29.77%-23.2pp | 36.46%-29.9pp |
| Employer contribution / active EE | $1,361 | $1,519-10.4% | $2,454-44.5% | $2,529-46.2% |
| Participant deferral / active EE | $0 | $2,529-100.0% | $4,088-100.0% | $3,835-100.0% |
| Admin fee / account holder | $360 | $1,865-80.7% | $7,189-95.0% | $1,002-64.1% |