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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 | $73,459+992.6% | $178,528+349.6% | $74,429+978.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 35.39% | 17.50%+17.9pp | 27.11%+8.3pp | 1368.38%-1333.0pp |
| Employer contribution / active EE | $33,375 | $2,219+1403.9% | $3,950+744.8% | $2,625+1171.5% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $6,278-100.0% | $4,348-100.0% |
| Admin fee / account holder | $271 | $1,812-85.1% | $10,419-97.4% | $1,944-86.1% |