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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP6 years Service code 10 · EIN 75-0786316 | Accounting | $24,768 |
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 | $37,132 | $101,591-63.4% | $147,096-74.8% | $74,429-50.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -2.51% | 8746.45%-8749.0pp | 419.75%-422.3pp | 1368.38%-1370.9pp |
| Employer contribution / active EE | $5,676 | $3,813+48.9% | $4,936+15.0% | $2,625+116.2% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $77 | $1,750-95.6% | $13,005-99.4% | $1,944-96.1% |