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| Provider | Service type | Compensation |
|---|---|---|
ALSTON & BIRD LLP1 year Service code 29 · EIN 58-0137615 | Legal | $60,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,620 |
Filed as: HAM, LANGSTON & BREZINA L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $14,669 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,013 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,693 | $112,686-43.5% | $170,057-62.5% | $80,169-20.6% |
| Participation rate | 62.7% | 87.4%-24.7pp | 87.0%-24.3pp | 72.9%-10.2pp |
| Annual return | 18.77% | 67.04%-48.3pp | 53.42%-34.6pp | 40.39%-21.6pp |
| Employer contribution / active EE | $2,013 | $4,481-55.1% | $6,790-70.4% | $2,978-32.4% |
| Participant deferral / active EE | $2,626 | $7,876-66.7% | $10,411-74.8% | $5,016-47.6% |
| Admin fee / account holder | $61 | $99-38.2% | $12,826-99.5% | $145-57.7% |