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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $7,258 |
Filed as: AUSTIN CAPITAL TRUST COMPANY Service code 17 200 S. VIRGINIA STREET, 8TH FLOOR · RENO, NV 89501 | Pension Consulting | $823 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $260 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,203 | $70,917-71.5% | $98,920-79.6% | $73,497-72.5% |
| Participation rate | 76.0% | 73.8%+2.2pp | 76.0%0pp | 70.7%+5.3pp |
| Annual return | 10.45% | 34.18%-23.7pp | 196.47%-186.0pp | 28.51%-18.1pp |
| Employer contribution / active EE | $508 | $2,037-75.1% | $2,689-81.1% | $2,270-77.6% |
| Participant deferral / active EE | $1,116 | $3,501-68.1% | $4,245-73.7% | $3,740-70.2% |
| Admin fee / account holder | $106 | $535-80.1% | $6,643-98.4% | $513-79.3% |