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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Shareholder se... | $60,695 |
Service code 27 · EIN 46-1595115 | Advisory (Plan) | $43,125 |
Service code 16 · EIN 75-2866255 | Consulting | $26,880 |
MCCONNELL VALDES LLC4 years Filed as: MCCONNEL & JONES,LLP Service code 10 · EIN 76-0488832 | Accounting | $17,975 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $7,000 |
Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,774 | $69,774+143.3% | $67,561+151.3% | $74,429+128.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.98% | -40.53%+52.5pp | 3525.44%-3513.5pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $8,623 | $2,710+218.2% | $2,735+215.3% | $2,625+228.5% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $527 | $890-40.8% | $4,006-86.8% | $1,944-72.9% |