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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,321 |
Filed as: PENTEC PENSION MANAGEMENT GROUP Service code 10 310 WEST WALL STREET · MIDLAND, TX 79701 | Accounting | $9,710 |
RANDY SILHAN, CPA, CFE1 year Service code 10 6411 75TH PLACE · LUBBOCK, TX 79424 | Accounting | $6,000 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,133 | $46,072-88.9% | $69,779-92.6% | $55,167-90.7% |
| Participation rate | 97.4% | 67.5%+29.9pp | 71.8%+25.5pp | 69.0%+28.4pp |
| Annual return | 8.11% | 8.68%-0.6pp | 12.99%-4.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $579 | $1,500-61.4% | $2,338-75.2% | $1,963-70.5% |
| Participant deferral / active EE | $389 | $2,344-83.4% | $2,931-86.7% | $3,054-87.3% |
| Admin fee / account holder | $126 | $428-70.6% | $4,381-97.1% | $504-75.0% |