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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $28,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,161 | $76,112-78.8% | $96,534-83.3% | $71,511-77.4% |
| Participation rate | 58.6% | 74.4%-15.8pp | 76.0%-17.3pp | 67.9%-9.3pp |
| Annual return | 13.09% | 22.81%-9.7pp | 25.88%-12.8pp | 28.86%-15.8pp |
| Employer contribution / active EE | $1,229 | $2,248-45.3% | $2,965-58.5% | $2,589-52.5% |
| Participant deferral / active EE | $2,363 | $4,217-44.0% | $4,851-51.3% | $4,291-44.9% |
| Admin fee / account holder | $162 | $2,708-94.0% | $8,253-98.0% | $1,588-89.8% |