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| Provider | Service type | Compensation |
|---|---|---|
PLAINS CAPITAL BANK10+ years Service code 21 · EIN 75-0910774 | Bank Trustee | $13,720 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $13,333 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 0.0%0pp | 9.3%-9.3pp |
| Annual return | 4.58% | 9.76%-5.2pp | 1.41%+3.2pp | 9.76%-5.2pp |
| Employer contribution / active EE | $30,882 | $12,965+138.2% | $29,418+5.0% | $12,965+138.2% |
| Participant deferral / active EE | $0 | $143-100.0% | $284-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |