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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $14,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,144 | $72,177-70.7% | $115,038-81.6% | $59,633-64.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $4,839 | $2,841+70.3% | $4,608+5.0% | $2,203+119.7% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $68 | $4,927-98.6% | $8,175-99.2% | $4,297-98.4% |