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| Provider | Service type | Compensation |
|---|---|---|
SUTTON FROST CARY LLP2 years Service code 10 600 SIX FLAGS DRIVE · ARLINGTON, TX 76011 | Accounting | $15,000 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,888 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
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 | $5,560 | $96,678-94.2% | $86,640-93.6% | $139,466-96.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 10.80% | 106.69%-95.9pp | 592.52%-581.7pp | 373.66%-362.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $166 | $6,410-97.4% | $5,616-97.1% | $11,409-98.5% |