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| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP3+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $14,200 |
FROST BANK3+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $10,429 |
401K ADVISORS INC3+ years Filed as: 401K PLUS, INC Service code 15 · EIN 75-1793879 5850 I-20 WEST · ARLINGTON, TX 76017 | Recordkeeping | $9,875 |
GEORGE JOHNSON & COMPANY3+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 75-2626337 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $8,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $49,689 | $71,192-30.2% | $117,861-57.8% | $62,293-20.2% |
| Participation rate | 88.8% | 74.2%+14.6pp | 79.7%+9.2pp | 69.5%+19.3pp |
| Annual return | 3.45% | 18.66%-15.2pp | 335.11%-331.7pp | 28.90%-25.4pp |
| Employer contribution / active EE | $4,118 | $1,934+112.9% | $3,786+8.7% | $2,042+101.6% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $201 | $587-65.8% | $8,021-97.5% | $479-58.1% |