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| Provider | Service type | Compensation |
|---|---|---|
WORM CAPITAL LLC4 years Service code 28 809 S. LAMAR BLVD. #326 · AUSTIN, TX 78704 | Investment Management | $205,008 |
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 | $1,113,700 | $133,998+731.1% | $112,263+892.0% | $134,545+727.8% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -77.96% | 47.17%-125.1pp | 27.49%-105.4pp | 418.37%-496.3pp |
| Employer contribution / active EE | $36,682 | $4,040+807.9% | $3,636+908.8% | $4,742+673.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34,168 | $7,493+356.0% | $6,410+433.0% | $11,431+198.9% |