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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 836 E AMBLER AVE · ABILENE, TX 79601 | Advisory (Participants) | $20,729 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,147 | $61,391-77.0% | $149,723-90.6% | $71,529-80.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 88.84% | 35.88%+53.0pp | 134.50%-45.7pp | 28.97%+59.9pp |
| Employer contribution / active EE | $3,361 | $2,384+41.0% | $4,821-30.3% | $2,590+29.8% |
| Participant deferral / active EE | $6,208 | $2,921+112.5% | $5,682+9.2% | $4,291+44.7% |
| Admin fee / account holder | $95 | $1,264-92.5% | $13,215-99.3% | $1,588-94.0% |