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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT5+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $20,694 |
WEAVER AND TIDWELL, LLP5+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $11,100 |
FROST BANK5+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $9,607 |
401K ADVISORS INC5+ years Filed as: 401K PLUS, INC. Service code 13 · EIN 75-1793879 700 HIGHLANDER BOULEVARD · ARLINGTON, TX 76015 | Contract Administrator | $8,515 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,053 | $86,332-57.1% | $125,175-70.4% | $65,185-43.2% |
| Participation rate | 97.4% | 75.3%+22.1pp | 79.8%+17.6pp | 70.2%+27.2pp |
| Annual return | 17.06% | 27.43%-10.4pp | 43.79%-26.7pp | 29.38%-12.3pp |
| Employer contribution / active EE | $1,974 | $2,040-3.2% | $3,865-48.9% | $2,177-9.3% |
| Participant deferral / active EE | $425 | $3,537-88.0% | $4,937-91.4% | $3,514-87.9% |
| Admin fee / account holder | $284 | $609-53.4% | $9,702-97.1% | $847-66.5% |