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| Provider | Service type | Compensation |
|---|---|---|
BVAGROUP4+ years Service code 34 · EIN 06-1762342 7250 DALLAS PARKWAY · PLANO, TX 75024 | Valuation (appraisals, etc.) | $17,310 |
HOLLIDAY, LEMONS AND COX4+ years Service code 10 · EIN 75-2240394 2001 MOORES LANE · TEXARKANA, TX 75503 | Accounting | $15,065 |
BANCORPSOUTH BANK4+ years Filed as: BANCORPSOUTH Service code 21 · EIN 64-0782370 | Bank Trustee | $14,989 |
WERNTZ & ASSOCIATES4+ years Filed as: WERNTZ & ASSOCIATES, INC. Service code 15 · EIN 72-0684309 P. O. BOX 5606 · SHREVEPORT, LA 711355606 | Recordkeeping | $12,285 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,479 | $69,159-55.9% | $125,192-75.7% | $67,579-54.9% |
| Participation rate | 99.7% | 78.2%+21.4pp | 79.8%+19.9pp | 71.3%+28.4pp |
| Annual return | 9.62% | 27.12%-17.5pp | 43.79%-34.2pp | 378.56%-368.9pp |
| Employer contribution / active EE | $1,751 | $2,023-13.5% | $3,866-54.7% | $2,148-18.5% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $163 | $142+14.7% | $9,704-98.3% | $142+14.2% |