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| Provider | Service type | Compensation |
|---|---|---|
TEXAS REGIONAL BANK2 years Service code 15 1801 S. MCCOLL RD. · MCALLEN, TX 78503 | Recordkeeping | $12,692 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,247 | $84,499-71.3% | $125,391-80.7% | $66,949-63.8% |
| Participation rate | 54.6% | 76.4%-21.8pp | 82.4%-27.8pp | 69.8%-15.2pp |
| Annual return | -15.60% | -8.49%-7.1pp | 572.41%-588.0pp | 1.57%-17.2pp |
| Employer contribution / active EE | $503 | $3,554-85.8% | $4,816-89.5% | $2,545-80.2% |
| Participant deferral / active EE | $3,633 | $6,785-46.5% | $7,448-51.2% | $4,239-14.3% |
| Admin fee / account holder | $147 | $685-78.5% | $10,009-98.5% | $594-75.2% |