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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $15,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,817 | $76,551-68.9% | $123,894-80.8% | $62,881-62.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.12% | 18.68%-16.6pp | 47.52%-45.4pp | 20.14%-18.0pp |
| Employer contribution / active EE | $5,233 | $2,882+81.5% | $4,617+13.3% | $2,281+129.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $76 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |