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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Recordkeeping fees... | $34,527 |
RICE HALL JAMES1+ years Filed as: RICE INVESTMENT ADVISORY Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $9,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,614 | $38,925-47.0% | $73,836-72.1% | $55,191-62.7% |
| Participation rate | 47.6% | 66.0%-18.4pp | 73.4%-25.8pp | 69.2%-21.5pp |
| Annual return | -2.37% | 6.31%-8.7pp | 2268.06%-2270.4pp | 10.78%-13.1pp |
| Employer contribution / active EE | $1,167 | $1,695-31.2% | $2,787-58.1% | $1,899-38.5% |
| Participant deferral / active EE | $549 | $2,351-76.7% | $3,583-84.7% | $3,046-82.0% |
| Admin fee / account holder | $390 | $83+370.1% | $4,882-92.0% | $91+329.1% |