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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 | $69,255-56.6% | $105,582-71.5% | $69,255-56.6% |
| Participation rate | 73.2% | 69.0%+4.2pp | 71.8%+1.5pp | 69.0%+4.2pp |
| Annual return | 6.58% | 26.73%-20.1pp | 18.61%-12.0pp | 26.73%-20.1pp |
| Employer contribution / active EE | $1,361 | $2,645-48.5% | $2,984-54.4% | $2,645-48.5% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,353-100.0% | $2,890-100.0% |
| Admin fee / account holder | $360 | $733-50.9% | $12,856-97.2% | $733-50.9% |