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| Provider | Service type | Compensation |
|---|---|---|
COLEMANS COUNTRY STATE BANK2 years Service code 26 836 E AMBLER AVE · ABILENE, TX 79601 | Advisory (Participants) | $49,390 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $6,435 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,739 | $79,169-71.3% | $100,415-77.4% | $74,478-69.5% |
| Participation rate | 98.2% | 79.4%+18.8pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 20.55% | 20.51%0pp | 49.47%-28.9pp | 1370.56%-1350.0pp |
| Employer contribution / active EE | $3,836 | $3,017+27.2% | $3,943-2.7% | $2,626+46.1% |
| Participant deferral / active EE | $7,244 | $7,751-6.5% | $8,091-10.5% | $4,350+66.5% |
| Admin fee / account holder | $199 | $1,337-85.1% | $7,906-97.5% | $1,946-89.8% |