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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC11+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $47,676 |
SUTTON FROST CARY LLP1 year Filed as: SUTTON FROST CARY, LLP Service code 10 · EIN 75-2593210 201 N. HAMPTON ST · FORT WORTH, TX 76102 | Accounting | $12,000 |
LSA PENSION SERVICES, INC.4 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $3,965 |
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 | $115,928 | $73,787+57.1% | $98,716+17.4% | $82,448+40.6% |
| Participation rate | 97.9% | 61.4%+36.5pp | 69.3%+28.6pp | 68.1%+29.8pp |
| Annual return | 15.06% | 18.57%-3.5pp | 31.81%-16.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,669 | $1,511+10.4% | $2,279-26.8% | $2,551-34.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $529 | $6,500-91.9% | $8,703-93.9% | $7,234-92.7% |