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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIP C MAY PC Service code 10 PO BOX 110447 · CARROLLTON, TX 75011 | Accounting | $7,500 |
FOSTER & FOSTER2 years Filed as: FOSTER Service code 27 17300 PRESTON RD · DALLAS, TX 75252 | Advisory (Plan) | $7,127 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,313 | $65,041+0.4% | $90,965-28.2% | $79,858-18.2% |
| Participation rate | 52.1% | 61.6%-9.5pp | 69.0%-16.9pp | 69.6%-17.5pp |
| Annual return | 11.70% | 30.45%-18.8pp | 134.57%-122.9pp | 31.72%-20.0pp |
| Employer contribution / active EE | $76 | $1,247-93.9% | $2,122-96.4% | $2,471-96.9% |
| Participant deferral / active EE | $1,906 | $2,512-24.1% | $3,373-43.5% | $3,740-49.0% |
| Admin fee / account holder | $453 | $4,536-90.0% | $5,960-92.4% | $5,306-91.5% |