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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $387,616 |
Service code 29 · EIN 27-5546855 | Legal | $26,127 |
Service code 10 · EIN 75-2253424 | Accounting | $23,175 |
COMMUNITY NAT'L BANK & TRUST OF TEX10+ years Service code 19 · EIN 75-1047436 | Securities Custodian | $20,351 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $280,286-100.0% | $280,286-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 9.1%-9.1pp | 34.1%-34.1pp |
| Annual return | -3.43% | -1.64%-1.8pp | 4.11%-7.5pp | 13.02%-16.5pp |
| Employer contribution / active EE | $0 | $31,130-100.0% | $20,922-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |