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| Provider | Service type | Compensation |
|---|---|---|
WILSON, HAAG & CO.2+ years Service code 10 · EIN 75-2333913 418 S. POLK, SUITE 200 · AMARILLO, TX 79105 | Accounting | $84,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 94-1503999 11300 EAST NINTH STREET, SUITE 1900 · CLEVELAND, OH 44114 | Securities Custodian | $40,000 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART, MARTIN, DUDLEY & WEBB, P.C Service code 10 · EIN 75-2290093 801 S. FILLMORE, SUITE 305 · AMARILLO, TX 79105 | Accounting | $8,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,873 | $54,392-48.8% | $84,753-67.1% | $63,975-56.4% |
| Participation rate | 92.1% | 76.9%+15.3pp | 76.6%+15.5pp | 71.1%+21.0pp |
| Annual return | 4.59% | 611.38%-606.8pp | 22.78%-18.2pp | 48.65%-44.1pp |
| Employer contribution / active EE | $1,615 | $2,943-45.1% | $3,574-54.8% | $2,182-26.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $78 | $136-42.9% | $5,333-98.5% | $70+10.2% |