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| Provider | Service type | Compensation |
|---|---|---|
WORM CAPITAL LLC6 years Service code 28 809 S. LAMAR BLVD. #326 · AUSTIN, TX 78704 | Investment Management | $113,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,490,432 | $110,410+3061.3% | $102,437+3307.4% | $145,897+2292.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 72.06% | 24.85%+47.2pp | 24.95%+47.1pp | 552.29%-480.2pp |
| Employer contribution / active EE | $41,185 | $4,217+876.6% | $3,871+964.0% | $4,663+783.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,928 | $9,745+94.2% | $8,388+125.7% | $13,390+41.4% |