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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC7+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $41,308 |
SUTTON FROST CARY LLP1 year Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $7,750 |
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 | $108,999 | $70,430+54.8% | $96,572+12.9% | $85,851+27.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.79% | 18.58%-1.8pp | 37.79%-21.0pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,052 | $1,413-25.5% | $2,357-55.4% | $2,565-59.0% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $482 | $4,996-90.4% | $6,183-92.2% | $6,261-92.3% |