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| Provider | Service type | Compensation |
|---|---|---|
WHITLEY PENN LLP1 year Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $38,742 |
MERCER8+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $17,750 |
T ROWE PRICE RPS INC8+ years Service code 37 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Loan Processing | $1,295 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE INC Service code 15 | Recordkeeping | $0 |
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 | $160,956 | $81,870+96.6% | $119,622+34.6% | $68,486+135.0% |
| Participation rate | 82.4% | 71.9%+10.5pp | 79.3%+3.1pp | 67.9%+14.5pp |
| Annual return | -15.74% | -23.82%+8.1pp | -14.98%-0.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $5,952 | $2,692+121.1% | $4,232+40.6% | $2,597+129.2% |
| Participant deferral / active EE | $7,422 | $4,148+78.9% | $5,601+32.5% | $4,028+84.3% |
| Admin fee / account holder | $301 | $6,583-95.4% | $10,328-97.1% | $5,404-94.4% |