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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC5+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $30,586 |
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 | $90,383 | $58,493+54.5% | $84,023+7.6% | $72,976+23.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.69% | 28.93%-10.2pp | 71.32%-52.6pp | 81.02%-62.3pp |
| Employer contribution / active EE | $457 | $1,163-60.7% | $1,984-77.0% | $2,440-81.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $359 | $4,569-92.2% | $6,102-94.1% | $5,124-93.0% |