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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA · HOUSTON, TX 77046 | Accounting | $15,470 |
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 | $25,381 | $85,766-70.4% | $136,298-81.4% | $70,126-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.15% | 31.46%-28.3pp | 5156.27%-5153.1pp | 73.15%-70.0pp |
| Employer contribution / active EE | $4,167 | $2,966+40.5% | $4,696-11.3% | $2,343+77.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $69 | $5,421-98.7% | $9,244-99.2% | $4,645-98.5% |