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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 | $24,265-100.0% | $81,675-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 60.0%-60.0pp | 10.4%-10.4pp |
| Annual return | 10.36% | 9.31%+1.1pp | 11.42%-1.1pp | 9.31%+1.1pp |
| Employer contribution / active EE | $15,000 | $13,179+13.8% | $33,172-54.8% | $13,179+13.8% |
| Participant deferral / active EE | $0 | $193-100.0% | $37-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $130-100.0% | $4,785-100.0% |