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| Provider | Service type | Compensation |
|---|---|---|
CHRISTOPHER ROBINSON1 year Service code 25 · EIN 45-2594240 302 E HIGHWAY 62 · WOLFFORTH, TX 79382 | Directed Trustee | $69,383 |
Filed as: TRANSISTION FINANCE STRATEGIES, LLC Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $51,152 |
SCHEEF & STONE LLP1 year Filed as: SCHEEF & STONE Service code 29 · EIN 75-2753035 500 NORTH AKARD STREET · DALLAS, TX 75201 | Legal | $42,019 |
Filed as: FARMER, FUQUA & HUFF Service code 10 · EIN 75-2599166 2435 N CENTRAL EXPRESSWAY · ROCHARDSON, TX 75080 | Accounting | $24,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $106,264-100.0% | $147,117-100.0% | $77,762-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 82.2%-82.2pp | 70.6%-70.6pp |
| Annual return | 8.17% | 56.94%-48.8pp | 420.54%-412.4pp | 31.27%-23.1pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |