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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP6 years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Accounting | $46,413 |
T ROWE PRICE RPS INC10+ years Service code 37 1307 POINT STREET · BALTIMORE, MD 21231 | Loan Processing | $2,122 |
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE INC Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,016 | $166,131-17.5% | $164,975-16.9% | $145,877-6.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 10.35% | 100.37%-90.0pp | 70.12%-59.8pp | 551.28%-540.9pp |
| Employer contribution / active EE | $16,653 | $5,276+215.7% | $4,343+283.5% | $4,663+257.1% |
| Participant deferral / active EE | $25,608 | $6,962+267.8% | $6,033+324.4% | $6,691+282.7% |
| Admin fee / account holder | $480 | $16,648-97.1% | $12,688-96.2% | $13,402-96.4% |