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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT10+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $24,711 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $11,698 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $10,500 |
FROST BANK4 years Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $7,209 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,944 | $88,137-62.6% | $164,975-80.0% | $74,429-55.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.31% | 17.13%-5.8pp | 70.12%-58.8pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $1,772 | $2,597-31.8% | $4,343-59.2% | $2,625-32.5% |
| Participant deferral / active EE | $400 | $4,501-91.1% | $6,033-93.4% | $4,348-90.8% |
| Admin fee / account holder | $317 | $2,231-85.8% | $12,688-97.5% | $1,944-83.7% |