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| Provider | Service type | Compensation |
|---|---|---|
WORM CAPITAL LLC3 years Service code 28 809 S. LAMAR BLVD. #326 · AUSTIN, TX 78704 | Investment Management | $517,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,731,178 | $124,351+6117.2% | $109,188+6980.6% | $167,553+4514.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.85% | 26.04%-22.2pp | 25.76%-21.9pp | 478.89%-475.0pp |
| Employer contribution / active EE | $34,086 | $4,210+709.7% | $3,723+815.5% | $4,840+604.3% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $86,297 | $7,975+982.1% | $6,755+1177.5% | $12,316+600.7% |