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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $14,748 |
WEAVER LLP1+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $13,900 |
GEORGE JOHNSON & COMPANY1+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 75-2626337 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $11,850 |
401K ADVISORS INC1+ years Filed as: 401K PLUS, INC Service code 15 · EIN 75-1793879 5850 I-20 WEST · ARLINGTON, TX 76017 | Recordkeeping | $7,440 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,789 | $57,108-18.1% | $94,229-50.3% | $52,331-10.6% |
| Participation rate | 87.3% | 72.9%+14.3pp | 78.8%+8.5pp | 68.1%+19.2pp |
| Annual return | 4.89% | 1.47%+3.4pp | 10.68%-5.8pp | 4.54%+0.4pp |
| Employer contribution / active EE | $1,818 | $1,735+4.8% | $3,587-49.3% | $1,882-3.4% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $228 | $546-58.3% | $6,269-96.4% | $592-61.5% |