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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 | $79,045-71.2% | $100,378-77.3% | $74,429-69.4% |
| Participation rate | 98.2% | 79.4%+18.8pp | 81.5%+16.7pp | 67.2%+31.0pp |
| Annual return | 20.55% | 20.61%-0.1pp | 49.41%-28.9pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $3,836 | $3,015+27.2% | $3,942-2.7% | $2,625+46.2% |
| Participant deferral / active EE | $7,244 | $7,751-6.5% | $8,087-10.4% | $4,348+66.6% |
| Admin fee / account holder | $199 | $1,335-85.1% | $7,899-97.5% | $1,944-89.7% |