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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC6+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $33,075 |
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 | $95,485 | $65,034+46.8% | $90,970+5.0% | $79,856+19.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 11.42% | 30.45%-19.0pp | 134.60%-123.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $343 | $1,247-72.5% | $2,122-83.8% | $2,471-86.1% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $380 | $4,536-91.6% | $5,961-93.6% | $5,306-92.8% |