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| Provider | Service type | Compensation |
|---|---|---|
ISC ADVISORS INC1 year Filed as: ISC ADVISORS Service code 27 3500 OAK LAWN · DALLAS, TX 75219 | Advisory (Plan) | $11,094 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,208 | $77,670-61.1% | $109,163-72.3% | $79,393-62.0% |
| Participation rate | 34.4% | 67.8%-33.4pp | 75.9%-41.5pp | 70.7%-36.3pp |
| Annual return | 12.48% | 23.44%-11.0pp | 25.75%-13.3pp | 116.87%-104.4pp |
| Employer contribution / active EE | $842 | $2,798-69.9% | $3,723-77.4% | $2,428-65.3% |
| Participant deferral / active EE | $1,162 | $3,518-67.0% | $4,654-75.0% | $4,046-71.3% |
| Admin fee / account holder | $126 | $732-82.8% | $6,754-98.1% | $627-79.9% |