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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% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 4.58% | 9.31%-4.7pp | 0.11%+4.5pp | 9.31%-4.7pp |
| Employer contribution / active EE | $30,882 | $13,179+134.3% | $26,552+16.3% | $13,179+134.3% |
| Participant deferral / active EE | $0 | $193-100.0% | $370-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |