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| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP6+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $15,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 · EIN 75-1793879 PO BOX 2919808 · KANSAS CITY, MA 64105 | Recordkeeping | $13,320 |
GEORGE JOHNSON & COMPANY6+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 82-3719843 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $12,750 |
FROST BANK6+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $10,882 |
Participant contribution per participant 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 | $46,194 | $81,494-43.3% | $133,978-65.5% | $73,497-37.1% |
| Participation rate | 87.4% | 76.4%+11.0pp | 79.8%+7.5pp | 70.7%+16.7pp |
| Annual return | 20.48% | 19.40%+1.1pp | 45.10%-24.6pp | 28.51%-8.0pp |
| Employer contribution / active EE | $5,747 | $2,210+160.1% | $3,919+46.6% | $2,270+153.2% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $246 | $713-65.6% | $8,930-97.2% | $513-52.1% |