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| Provider | Service type | Compensation |
|---|---|---|
FOCUS 401K GROUP, LLC5 years Filed as: FOCUS 401(K) GROUP, LLC Service code 26 16415 ADDISON RD · ADDISON, TX 75001 | Advisory (Participants) | $19,375 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,543 | $119,446-61.0% | $150,045-69.0% | $85,563-45.6% |
| Participation rate | 72.5% | 75.4%-3.0pp | 82.3%-9.9pp | 66.0%+6.5pp |
| Annual return | 18.47% | 23.72%-5.3pp | 62.55%-44.1pp | 31.51%-13.0pp |
| Employer contribution / active EE | $616 | $4,078-84.9% | $4,693-86.9% | $2,654-76.8% |
| Participant deferral / active EE | $3,984 | $7,985-50.1% | $7,997-50.2% | $4,375-8.9% |
| Admin fee / account holder | $62 | $548-88.7% | $13,435-99.5% | $834-92.6% |