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| Provider | Service type | Compensation |
|---|---|---|
TEXAS REGIONAL BANK1 year Service code 15 1801 S. MCCOLL RD. · MCALLEN, TX 78503 | Recordkeeping | $8,969 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,131 | $104,497-73.1% | $159,487-82.4% | $79,389-64.6% |
| Participation rate | 57.3% | 76.6%-19.3pp | 82.8%-25.5pp | 70.7%-13.4pp |
| Annual return | 22.38% | 67.98%-45.6pp | 263.71%-241.3pp | 116.89%-94.5pp |
| Employer contribution / active EE | $735 | $3,418-78.5% | $4,831-84.8% | $2,428-69.7% |
| Participant deferral / active EE | $3,496 | $6,468-46.0% | $7,354-52.5% | $4,046-13.6% |
| Admin fee / account holder | $115 | $711-83.8% | $10,804-98.9% | $626-81.6% |