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| Provider | Service type | Compensation |
|---|---|---|
MAJORS & MONDRAGON2+ years Filed as: MAJORS & MONDRAGON, LLC Service code 27 13231 CHAMPION FOREST DR. SUITE 311 · HOUSTON, TX 77069 | Advisory (Plan) | $51,317 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $28,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,766 | $73,404-26.8% | $87,104-38.3% | $67,579-20.4% |
| Participation rate | 47.7% | 80.9%-33.1pp | 76.9%-29.1pp | 71.3%-23.5pp |
| Annual return | 20.19% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.4pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,475 | $3,913-36.8% | $4,048-38.9% | $3,539-30.1% |
| Admin fee / account holder | $344 | $142+143.0% | $7,491-95.4% | $142+141.8% |