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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Contract Administrator; Participant l... | $29,477 |
ATLASMARK FINANCIAL, INC3 years Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $18,422 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,590 | $58,312-63.0% | $86,656-75.1% | $71,529-69.8% |
| Participation rate | 96.6% | 65.0%+31.5pp | 71.7%+24.9pp | 67.9%+28.6pp |
| Annual return | 19.10% | 24.08%-5.0pp | 593.09%-574.0pp | 28.97%-9.9pp |
| Employer contribution / active EE | $4,480 | $2,576+73.9% | $3,025+48.1% | $2,590+73.0% |
| Participant deferral / active EE | $413 | $3,439-88.0% | $4,439-90.7% | $4,291-90.4% |
| Admin fee / account holder | $340 | $1,057-67.8% | $5,619-93.9% | $1,588-78.6% |