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| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP9+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $15,450 |
GEORGE JOHNSON & COMPANY9+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 82-3719843 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $4,550 |
Annual investment return 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 | $74,997 | $83,090-9.7% | $130,062-42.3% | $71,529+4.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 2.17% | 20.61%-18.4pp | -137.37%+139.5pp | 28.97%-26.8pp |
| Employer contribution / active EE | $8,125 | $2,624+209.7% | $4,322+88.0% | $2,590+213.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $77 | $1,727-95.5% | $10,601-99.3% | $1,588-95.2% |