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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT8+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $26,527 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $12,566 |
FROST BANK2 years Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $3,406 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $3,296 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,920 | $86,692-60.9% | $119,634-71.6% | $66,949-49.3% |
| Participation rate | 94.8% | 75.6%+19.2pp | 79.3%+15.5pp | 69.8%+25.0pp |
| Annual return | -17.38% | -8.00%-9.4pp | -14.98%-2.4pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,222 | $2,536-12.4% | $4,232-47.5% | $2,545-12.7% |
| Participant deferral / active EE | $390 | $4,360-91.1% | $5,601-93.0% | $4,239-90.8% |
| Admin fee / account holder | $349 | $755-53.8% | $10,329-96.6% | $594-41.2% |