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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 | Recordkeeping Fees | $38,803 |
AMERICA'S 401K, INC.5+ years Service code 13 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $9,247 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 | Investment Management | $7,698 |
COMERICA BANK5+ years Filed as: COMERICA SECURITIES Service code 55 | Other Commissions | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,425 | $62,132-7.6% | $185,835-69.1% | $73,493-21.9% |
| Participation rate | 50.0% | 67.8%-17.8pp | 78.0%-28.0pp | 70.7%-20.7pp |
| Annual return | 5.38% | 20.44%-15.1pp | 35.96%-30.6pp | 28.51%-23.1pp |
| Employer contribution / active EE | $1,263 | $1,681-24.9% | $4,087-69.1% | $2,270-44.4% |
| Participant deferral / active EE | $1,930 | $3,711-48.0% | $5,633-65.7% | $3,740-48.4% |
| Admin fee / account holder | $377 | $419-10.0% | $9,502-96.0% | $513-26.5% |