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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORTH WORTH, TX 76107 | Accounting | $26,775 |
CALVETTI FERGUSON1 year Service code 10 700 LOUISIANA ST #2500 · HOUSTON, TX 77002 | Accounting | $16,050 |
J HARRIS PROPERTIES, LLC2 years Service code 20 · EIN 27-2940097 18010 BLUE RIDGE SHORES · CYPRESS, TX 77433 | Trustee (individual) | $15,000 |
Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $13,031 |
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.
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 | $907,685 | $74,661+1115.7% | $160,784+464.5% | $67,986+1235.1% |
| Participation rate | 100.0% | 57.1%+42.9pp | 77.0%+23.0pp | 57.2%+42.8pp |
| Annual return | 11.81% | 28.83%-17.0pp | 1803.92%-1792.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $33,605 | $1,829+1737.4% | $3,733+800.3% | $2,019+1564.6% |
| Participant deferral / active EE | $0 | $3,681-100.0% | $6,293-100.0% | $3,358-100.0% |
| Admin fee / account holder | $441 | $3,959-88.9% | $9,717-95.5% | $3,203-86.2% |