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| Provider | Service type | Compensation |
|---|---|---|
LANE GORMAN TRUBITT, PLLC1+ years Service code 10 2626 HOWELL ST STE 700 · DALLAS, TX 75204 | Accounting | $29,510 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,050 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,300 |
DALLAS NEPHROLOGY ASSOCIATES1+ years Filed as: DALLAS MAILING SERVICE Service code 99 2330 JETT ST · DALLAS, TX 75204 | Other Fees | $1,490 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,730 | $37,039-68.3% | $147,617-92.1% | $59,188-80.2% |
| Participation rate | 32.3% | 63.8%-31.5pp | 84.6%-52.3pp | 69.4%-37.1pp |
| Annual return | -0.93% | 7.19%-8.1pp | 61.98%-62.9pp | 5.51%-6.4pp |
| Employer contribution / active EE | $191 | $1,353-85.9% | $5,564-96.6% | $2,098-90.9% |
| Participant deferral / active EE | $632 | $2,094-69.8% | $4,895-87.1% | $3,265-80.6% |
| Admin fee / account holder | $53 | $60-11.5% | $11,612-99.5% | $92-42.2% |