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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 13 · EIN 82-4555287 | Contract Administrator | $17,536 |
Filed as: PENTEC PENSION MGT GROUP INC Service code 64 | Recordkeeping Fees | $0 |
Filed as: PENTEC PENSION MGT GROUP, INC. Service code 15 · EIN 75-2776689 | Recordkeeping | $0 |
Filed as: PERMIAN WEATH MANAGEMENT, LLC Service code 27 708 W. SCHARBAUER DRIVE, SUITE 4-A · MIDLAND, TX 79705 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,327 | $82,664-75.4% | $125,339-83.8% | $68,494-70.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -19.30% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,684 | $3,381-20.6% | $4,814-44.2% | $2,596+3.4% |
| Participant deferral / active EE | $4,218 | $6,110-31.0% | $7,446-43.4% | $4,027+4.7% |
| Admin fee / account holder | $188 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |