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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,336 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $16,175 |
WEAVER AND TIDWELL, LLP2 years Service code 49 · EIN 75-0786316 | Other Services | $10,815 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,923 | $47,898-70.9% | $117,529-88.2% | $64,824-78.5% |
| Participation rate | 82.0% | 61.9%+20.1pp | 70.6%+11.4pp | 71.5%+10.5pp |
| Annual return | -19.15% | -15.54%-3.6pp | 29.77%-48.9pp | 32.84%-52.0pp |
| Employer contribution / active EE | $1,779 | $1,774+0.3% | $4,179-57.4% | $2,507-29.0% |
| Participant deferral / active EE | $1,850 | $3,151-41.3% | $4,072-54.6% | $4,311-57.1% |
| Admin fee / account holder | $153 | $132+16.3% | $5,645-97.3% | $188-18.4% |