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| Provider | Service type | Compensation |
|---|---|---|
HOLLIDAY, LEMONS AND COX3+ years Service code 10 · EIN 75-2240394 2001 MOORES LANE · TEXARKANA, TX 75503 | Accounting | $18,750 |
BVAGROUP3+ years Service code 34 · EIN 06-1762342 7250 DALLAS PARKWAY · PLANO, TX 75024 | Valuation (appraisals, etc.) | $11,411 |
BANCORPSOUTH BANK3+ years Filed as: BANCORPSOUTH Service code 21 · EIN 64-0782370 | Bank Trustee | $11,329 |
WERNTZ & ASSOCIATES3+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P. O. BOX 5606 · SHREVEPORT, LA 711355606 | Recordkeeping | $10,441 |
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 | $31,093 | $62,267-50.1% | $110,243-71.8% | $55,725-44.2% |
| Participation rate | 99.7% | 78.1%+21.5pp | 79.8%+19.8pp | 70.9%+28.8pp |
| Annual return | 12.35% | -1.07%+13.4pp | 314.76%-302.4pp | 244.93%-232.6pp |
| Employer contribution / active EE | $2,387 | $1,941+22.9% | $3,827-37.6% | $2,078+14.9% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $158 | $121+30.5% | $8,548-98.2% | $115+37.0% |