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| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP7+ years Service code 10 · EIN 75-0786316 | Accounting | $15,862 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 15 · EIN 75-1793879 | Recordkeeping | $9,150 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE VALUATION ADVISORS, INC Service code 34 · EIN 82-3719843 | Valuation (appraisals, etc.) | $8,700 |
FROST BANK7+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 | Bank Trustee | $5,983 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,457 | $93,182-33.0% | $146,647-57.4% | $79,389-21.3% |
| Participation rate | 90.9% | 76.4%+14.4pp | 80.1%+10.8pp | 70.7%+20.1pp |
| Annual return | 36.90% | 21.61%+15.3pp | 22.75%+14.2pp | 116.89%-80.0pp |
| Employer contribution / active EE | $3,659 | $2,420+51.2% | $4,137-11.6% | $2,428+50.7% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $119 | $585-79.7% | $10,281-98.8% | $626-81.0% |