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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT6+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $28,350 |
WEAVER AND TIDWELL, LLP6+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $11,400 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $11,218 |
FROST BANK6+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $6,774 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $33,277 | $81,494-59.2% | $133,978-75.2% | $73,497-54.7% |
| Participation rate | 98.6% | 76.4%+22.3pp | 79.8%+18.8pp | 70.7%+28.0pp |
| Annual return | 5.11% | 19.40%-14.3pp | 45.10%-40.0pp | 28.51%-23.4pp |
| Employer contribution / active EE | $2,027 | $2,210-8.3% | $3,919-48.3% | $2,270-10.7% |
| Participant deferral / active EE | $347 | $3,787-90.8% | $5,047-93.1% | $3,740-90.7% |
| Admin fee / account holder | $344 | $713-51.8% | $8,930-96.2% | $513-33.0% |