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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST TEXAS ALLIANCE CORP. Service code 27 · EIN 74-1910566 | Advisory (Plan) | $16,209 |
Filed as: ASSETMARK, INC. Service code 27 1655 GRANT STREET · CONCORD, CA 94520 | Advisory (Plan) | $12,122 |
QUPLAN LLC1+ years Service code 26 · EIN 74-1910566 | Advisory (Participants) | $11,645 |
Filed as: COMPENSATION STRATEGIES GROUP LTD Service code 15 · EIN 76-0188119 | Recordkeeping | $7,855 |
Filed as: ASSETMARK TRUST COMPANY Service code 19 1023 COMMERCE STREET · LYNCHBURG, VA 24504 | Securities Custodian | $890 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,500 | $52,911-61.3% | $73,309-72.0% | $59,633-65.6% |
| Participation rate | 88.9% | 68.2%+20.7pp | 74.9%+14.0pp | 68.7%+20.2pp |
| Annual return | -7.08% | 12.20%-19.3pp | 5.67%-12.7pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,787 | $4,069-56.1% | $4,991-64.2% | $3,192-44.0% |
| Admin fee / account holder | $547 | $3,835-85.7% | $5,635-90.3% | $4,297-87.3% |