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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $44,448 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $17,466 |
WEAVER AND TIDWELL, LLP3 years Service code 49 · EIN 75-0786316 | Other Services | $13,905 |
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 | $14,362 | $53,344-73.1% | $121,210-88.2% | $74,473-80.7% |
| Participation rate | 84.1% | 60.0%+24.1pp | 69.5%+14.6pp | 70.7%+13.4pp |
| Annual return | 61.31% | 35.15%+26.2pp | 987.41%-926.1pp | 34.36%+27.0pp |
| Employer contribution / active EE | $1,098 | $1,898-42.1% | $4,171-73.7% | $2,638-58.4% |
| Participant deferral / active EE | $1,217 | $3,220-62.2% | $4,084-70.2% | $4,530-73.1% |
| Admin fee / account holder | $103 | $382-72.9% | $5,647-98.2% | $347-70.2% |