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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT7+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $19,794 |
FROST BANK1 year Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $5,440 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $2,318 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $1,463 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $41,253 | $93,182-55.7% | $146,643-71.9% | $79,391-48.0% |
| Participation rate | 98.6% | 76.4%+22.1pp | 80.1%+18.5pp | 70.7%+27.8pp |
| Annual return | 20.84% | 21.61%-0.8pp | 22.75%-1.9pp | 116.88%-96.0pp |
| Employer contribution / active EE | $2,174 | $2,420-10.2% | $4,137-47.4% | $2,428-10.5% |
| Participant deferral / active EE | $385 | $4,169-90.8% | $5,506-93.0% | $4,046-90.5% |
| Admin fee / account holder | $303 | $585-48.3% | $10,280-97.1% | $627-51.7% |