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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $36,845 |
FROST BANK7 years Service code 15 · EIN 74-2331194 | Recordkeeping | $35,724 |
Filed as: BURKHART PETERSON, CPAS, PLLC Service code 10 · EIN 86-2317414 | Accounting | $29,700 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,981-100.0% | $893,103-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 63.2%-63.2pp | 15.3%-15.3pp |
| Annual return | 10.36% | 10.01%+0.3pp | 10.53%-0.2pp | 9.75%+0.6pp |
| Employer contribution / active EE | $15,000 | $6,930+116.4% | $32,400-53.7% | $13,830+8.5% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $4,376-100.0% | $2,810-100.0% |