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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC3+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $30,838 |
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 | $83,678 | $54,541+53.4% | $78,778+6.2% | $70,126+19.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.02% | 21.07%-7.1pp | 35.62%-21.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,068 | $1,089-1.9% | $1,986-46.2% | $2,343-54.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $398 | $3,709-89.3% | $5,134-92.2% | $4,645-91.4% |