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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 | $111,814+3021.6% | $103,374+3276.5% | $145,959+2291.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 72.06% | 24.77%+47.3pp | 24.89%+47.2pp | 561.95%-489.9pp |
| Employer contribution / active EE | $41,185 | $4,214+877.4% | $3,869+964.4% | $4,661+783.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,928 | $9,754+94.0% | $8,394+125.5% | $13,398+41.3% |