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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 | $11,778 |
FAMILYWEALTH ADVISERS, LLC2 years Service code 27 4600 S. SYRACUSE · DENVER, CO 80237 | Advisory (Plan) | $7,822 |
Filed as: AUSTIN CAPITAL TRUST COMPANY Service code 17 200 S. VIRGINIA STREET, 8TH FLOOR · RENO, NV 89501 | Pension Consulting | $2,257 |
Service code 17 | Pension Consulting | $0 |
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.
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).
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 | $18,416 | $72,620-74.6% | $90,760-79.7% | $66,938-72.5% |
| Participation rate | 67.5% | 73.7%-6.2pp | 75.7%-8.2pp | 69.8%-2.3pp |
| Annual return | -15.04% | -12.28%-2.8pp | -12.16%-2.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $870 | $2,369-63.3% | $2,922-70.2% | $2,545-65.8% |
| Participant deferral / active EE | $1,297 | $3,979-67.4% | $4,565-71.6% | $4,238-69.4% |
| Admin fee / account holder | $137 | $707-80.6% | $8,444-98.4% | $594-76.8% |