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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 | Accounting | $10,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,142 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,061 | $83,884-24.8% | $64,101-1.6% | $74,460-15.3% |
| Participation rate | 64.4% | 76.6%-12.2pp | 72.3%-7.9pp | 70.7%-6.3pp |
| Annual return | 18.60% | 16.57%+2.0pp | 33.72%-15.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,749-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,537 | $3,692-31.3% | $3,881-34.6% | $4,530-44.0% |
| Admin fee / account holder | $1 | $196-99.5% | $3,070-100.0% | $348-99.7% |