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| Provider | Service type | Compensation |
|---|---|---|
GERALD WESBECKER1+ years Filed as: GERALD BAKER Service code 27 · EIN 75-2527967 | Advisory (Plan) | $47,149 |
GUARANTY BANK AND TRUST1+ years Service code 27 · EIN 75-0308240 | Advisory (Plan) | $30,728 |
RESOURCE BENEFITS ADMINISTRATORS1+ years Service code 15 · EIN 74-2533381 5400 BOSQUE BLVD. · WACO, TX 76710 | Recordkeeping | $7,355 |
Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,818 | $72,770-76.9% | $67,653-75.1% | $55,191-69.5% |
| Participation rate | 90.5% | 78.8%+11.7pp | 75.7%+14.8pp | 69.2%+21.3pp |
| Annual return | -0.52% | -3.26%+2.7pp | 6625.22%-6625.7pp | 10.78%-11.3pp |
| Employer contribution / active EE | $622 | $1,769-64.8% | $2,266-72.6% | $1,899-67.2% |
| Participant deferral / active EE | $1,542 | $3,408-54.7% | $3,560-56.7% | $3,046-49.4% |
| Admin fee / account holder | $126 | $79+59.3% | $4,821-97.4% | $91+38.3% |