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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TX 78729 | Contract Administrator; Legal; Partic... | $34,721 |
ATLASMARK FINANCIAL, INC1 year Filed as: ATLASMARK FINANCIAL, INC. Service code 16 12466 LOS INDIOS TRAIL SUITE 200 · AUSTIN, TN 78729 | Consulting | $20,072 |
CELERITY ADVISORS LLC1 year Service code 99 · EIN 82-2476384 | Other Fees | $4,387 |
Filed as: VOYA RETIREMENT INS. & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,307 | $44,873-48.1% | $79,467-70.7% | $56,289-58.6% |
| Participation rate | 61.4% | 68.7%-7.3pp | 73.3%-11.9pp | 69.9%-8.4pp |
| Annual return | -35.52% | 0.81%-36.3pp | 718.30%-753.8pp | -9.96%-25.6pp |
| Employer contribution / active EE | $3,095 | $2,140+44.6% | $2,800+10.5% | $2,111+46.6% |
| Participant deferral / active EE | $1,249 | $2,746-54.5% | $3,704-66.3% | $3,350-62.7% |
| Admin fee / account holder | $477 | $418+14.0% | $5,104-90.7% | $521-8.4% |