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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Participant l... | $32,947 |
ATLASMARK FINANCIAL, INC4 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $22,779 |
Filed as: FIDELITY BROKERAGE SERVICES, INC. Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $3,234 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,467 | $60,504-62.9% | $81,882-72.6% | $74,478-69.8% |
| Participation rate | 78.2% | 62.9%+15.3pp | 72.4%+5.8pp | 67.2%+11.0pp |
| Annual return | 10.35% | 16.91%-6.6pp | 779.47%-769.1pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $3,863 | $2,627+47.1% | $2,916+32.5% | $2,626+47.1% |
| Participant deferral / active EE | $514 | $3,400-84.9% | $4,323-88.1% | $4,350-88.2% |
| Admin fee / account holder | $451 | $1,492-69.7% | $7,360-93.9% | $1,946-76.8% |