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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $42,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,729 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.