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| Provider | Service type | Compensation |
|---|---|---|
J HARRIS PROPERTIES, LLC1 year Service code 20 · EIN 27-2940097 18010 BLUE RIDGE SHORES · CYPRESS, TX 77433 | Trustee (individual) | $14,000 |
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORTH WORTH, TX 76107 | Accounting | $13,910 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $12,273 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $802,633 | $73,532+991.5% | $178,505+349.6% | $74,478+977.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 35.39% | 17.49%+17.9pp | 27.16%+8.2pp | 1370.56%-1335.2pp |
| Employer contribution / active EE | $33,375 | $2,221+1403.0% | $3,955+743.8% | $2,626+1170.8% |
| Participant deferral / active EE | $0 | $4,519-100.0% | $6,280-100.0% | $4,350-100.0% |
| Admin fee / account holder | $271 | $1,813-85.1% | $10,428-97.4% | $1,946-86.1% |