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| Provider | Service type | Compensation |
|---|---|---|
COMPASS 360, LLC1 year Filed as: COMPASS BANK Service code 21 2200 POST OAK BLVD, 19TH FLOOR · HOUSTON, TX 77056 | Bank Trustee | $64,467 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $83,430 | $72,404+15.2% | $110,243-24.3% | $64,173+30.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.69% | -6.29%+11.0pp | 314.76%-310.1pp | 7.63%-2.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $520 | $5,664-90.8% | $8,548-93.9% | $4,887-89.4% |