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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 | $37,422-19.6% | $92,985-67.7% | $64,728-53.5% |
| Participation rate | 73.2% | 40.1%+33.1pp | 69.5%+3.7pp | 57.9%+15.3pp |
| Annual return | 6.58% | 20.66%-14.1pp | 27.99%-21.4pp | 49.38%-42.8pp |
| Employer contribution / active EE | $1,361 | $1,156+17.7% | $2,662-48.9% | $2,243-39.3% |
| Participant deferral / active EE | $0 | $1,740-100.0% | $4,377-100.0% | $2,729-100.0% |
| Admin fee / account holder | $360 | $2,190-83.6% | $9,463-96.2% | $1,145-68.6% |