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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC10+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $43,579 |
SUTTON FROST CARY LLP4 years Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $21,000 |
LSA PENSION SERVICES, INC.3 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $7,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,575 | $71,230+44.0% | $93,727+9.4% | $80,959+26.7% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.5pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,550 | $1,565+62.9% | $2,421+5.3% | $2,757-7.5% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $589 | $6,961-91.5% | $8,292-92.9% | $6,925-91.5% |