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| Provider | Service type | Compensation |
|---|---|---|
WILSON, HAAG & CO.3+ years Service code 10 · EIN 75-2333913 418 S. POLK, SUITE 200 · AMARILLO, TX 79105 | Accounting | $84,000 |
THE SEGAL COMPANY3+ 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.3+ years Filed as: STEWART, MARTIN, DUDLEY & WEBB, P.C Service code 10 · EIN 75-2290093 801 S. FILLMORE, SUITE 305 · AMARILLO, TX 79105 | Accounting | $24,798 |
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 | $30,939 | $221,442-86.0% | $92,240-66.5% | $77,958-60.3% |
| Participation rate | 89.0% | 79.6%+9.4pp | 76.5%+12.5pp | 71.6%+17.3pp |
| Annual return | 8.88% | 15.65%-6.8pp | 176.29%-167.4pp | 20.87%-12.0pp |
| Employer contribution / active EE | $1,699 | $3,226-47.3% | $3,680-53.8% | $2,310-26.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $81 | $210-61.4% | $5,194-98.4% | $97-16.9% |