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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $26,375 |
401K ADVISORS INC2+ years Filed as: 401K PLUS, INC. Service code 13 · EIN 75-1793879 5840 I-20 WEST · ARLINGTON, TX 760171069 | Contract Administrator | $14,723 |
FROST BANK2+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $10,487 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $10,200 |
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 | $27,589 | $63,924-56.8% | $108,582-74.6% | $55,167-50.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 10.18% | 15.31%-5.1pp | -51.70%+61.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,829 | $1,879-2.7% | $3,758-51.3% | $1,963-6.8% |
| Participant deferral / active EE | $457 | $3,067-85.1% | $4,311-89.4% | $3,054-85.0% |
| Admin fee / account holder | $253 | $618-59.0% | $7,645-96.7% | $504-49.8% |