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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 · EIN 75-0786316 24 GREENWAY PLAZA, SUITE 1800 · HOUSTON, TX 77046 | Accounting | $18,145 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,916 | $89,370-63.2% | $141,197-76.7% | $72,976-54.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -6.47% | 111.88%-118.3pp | 71.41%-77.9pp | 81.02%-87.5pp |
| Employer contribution / active EE | $3,395 | $3,115+9.0% | $4,736-28.3% | $2,440+39.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $87 | $5,957-98.5% | $10,265-99.2% | $5,124-98.3% |