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| Provider | Service type | Compensation |
|---|---|---|
DISCIPLINED INVESTORS LLC3 years Service code 26 · EIN 74-2889405 100 N. 6TH STREET · WACO, TX 76701 | Advisory (Participants) | $61,492 |
WITHUMSMITH+BROWN, PC3 years Filed as: PATTILLO, BROWN & HILL, LLP Service code 15 · EIN 74-1130599 P.O. BOX 20725 · WACO, TX 76702 | Recordkeeping | $26,600 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,924 | $108,549-54.0% | $156,263-68.1% | $85,563-41.7% |
| Participation rate | 97.0% | 77.1%+19.9pp | 78.9%+18.1pp | 66.0%+31.0pp |
| Annual return | 9.19% | 21.79%-12.6pp | 59.47%-50.3pp | 31.51%-22.3pp |
| Employer contribution / active EE | $1,744 | $2,690-35.1% | $4,333-59.7% | $2,654-34.3% |
| Participant deferral / active EE | $1,726 | $4,800-64.0% | $6,158-72.0% | $4,375-60.6% |
| Admin fee / account holder | $141 | $650-78.3% | $14,255-99.0% | $834-83.1% |