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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $42,965 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 16 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Consulting | $12,369 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,705 |
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 | $170,706 | $86,341+97.7% | $125,192+36.4% | $65,185+161.9% |
| Participation rate | 93.6% | 75.3%+18.3pp | 79.8%+13.8pp | 70.2%+23.4pp |
| Annual return | 20.80% | 27.44%-6.6pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,042 | $2,040+147.2% | $3,866+30.4% | $2,177+131.6% |
| Participant deferral / active EE | $7,017 | $3,538+98.3% | $4,937+42.1% | $3,514+99.7% |
| Admin fee / account holder | $203 | $609-66.7% | $9,704-97.9% | $847-76.0% |