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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,546 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $14,500 |
REGIONS BANK1 year Service code 27 1717 MCKINNEY AVE · DALLAS, TX 75202 | Advisory (Plan) | $8,050 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,547 | $107,378-85.5% | $108,582-85.7% | $57,658-73.0% |
| Participation rate | 93.4% | 77.1%+16.3pp | 79.6%+13.8pp | 70.2%+23.2pp |
| Annual return | 4.98% | 12.80%-7.8pp | -51.70%+56.7pp | 5.13%-0.1pp |
| Employer contribution / active EE | $943 | $1,782-47.0% | $3,758-74.9% | $1,974-52.2% |
| Participant deferral / active EE | $1,694 | $3,221-47.4% | $4,311-60.7% | $3,061-44.6% |
| Admin fee / account holder | $82 | $108-24.4% | $7,645-98.9% | $95-13.3% |