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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,212 |
MALCOLM THOMPSON & ASSOCIATES2+ years Service code 13 · EIN 26-4203770 19500 TX STATE HWY. 249, SUITE 570 · HOUSTON, TX 77070 | Contract Administrator | $665 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES, INC. Service code 27 | Advisory (Plan) | $151 |
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.
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 | $14,832 | $42,546-65.1% | $71,796-79.3% | $55,167-73.1% |
| Participation rate | 14.0% | 59.1%-45.1pp | 69.1%-55.1pp | 69.0%-55.0pp |
| Annual return | 6.02% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $544 | $2,064-73.6% | $2,794-80.5% | $3,054-82.2% |
| Admin fee / account holder | $81 | $650-87.6% | $4,815-98.3% | $504-84.0% |