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| Provider | Service type | Compensation |
|---|---|---|
GRB FINANCIAL, LLC9+ years Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 760123116 | Advisory (Plan) | $39,505 |
SUTTON FROST CARY LLP3 years Service code 10 · EIN 75-2593210 201 N. HAMPTON STREET · FORT WORTH, TX 76102 | Accounting | $8,000 |
LSA PENSION SERVICES, INC.2 years Service code 14 · EIN 32-0228477 PO BOX 3025 · WEATHERFORD, TX 76086 | Plan Administrator | $1,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,958 | $65,566+47.9% | $86,235+12.4% | $75,177+29.0% |
| Participation rate | 96.5% | 60.5%+36.0pp | 69.0%+27.5pp | 67.2%+29.3pp |
| Annual return | 11.09% | 46.07%-35.0pp | 1170.03%-1158.9pp | 160.75%-149.7pp |
| Employer contribution / active EE | $1,412 | $1,553-9.1% | $2,381-40.7% | $2,671-47.1% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $423 | $5,470-92.3% | $6,856-93.8% | $5,651-92.5% |