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| Provider | Service type | Compensation |
|---|---|---|
FROST BANK2+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $15,725 |
401K ADVISORS INC2+ years Filed as: 401K PLUS, INC Service code 15 · EIN 75-1793879 5850 I-20 WEST · ARLINGTON, TX 76017 | Recordkeeping | $15,400 |
WEAVER LLP2+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $13,900 |
GEORGE JOHNSON & COMPANY2+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 75-2626337 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $8,000 |
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 | $46,172 | $63,924-27.8% | $108,582-57.5% | $55,167-16.3% |
| Participation rate | 94.1% | 74.3%+19.8pp | 79.6%+14.5pp | 69.0%+25.1pp |
| Annual return | 5.60% | 15.31%-9.7pp | -51.70%+57.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $4,706 | $1,879+150.4% | $3,758+25.2% | $1,963+139.8% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $246 | $618-60.1% | $7,645-96.8% | $504-51.1% |