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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT1+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $27,928 |
401K ADVISORS INC1+ years Filed as: 401K PLUS, INC. Service code 13 · EIN 75-1793879 5840 I-20 WEST · ARLINGTON, TX 760171069 | Contract Administrator | $17,345 |
FROST BANK1+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $10,346 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $9,900 |
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.
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 | $25,158 | $57,108-55.9% | $94,229-73.3% | $52,331-51.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 0.90% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,911 | $1,735+10.1% | $3,587-46.7% | $1,882+1.5% |
| Participant deferral / active EE | $422 | $3,040-86.1% | $4,320-90.2% | $3,022-86.0% |
| Admin fee / account holder | $260 | $546-52.4% | $6,269-95.9% | $592-56.1% |