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| Provider | Service type | Compensation |
|---|---|---|
ENCAP INVESTMENTS LP1+ years Filed as: CHAMBERS ENERGY CAPITAL EX SPEC LP Service code 28 · EIN 90-0770629 | Investment Management | $134,080 |
SHEPHERD KAPLAN LLC1+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $63,042 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: DEUTSCHE BANK Service code 28 · EIN 26-2013263 | Investment Management | $5,692 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $479 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC. AND AFFI Service code 59 | Shareholder Servicing | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -3.63% | 4.01%-7.6pp | -2.01%-1.6pp | 1.67%-5.3pp |
| Employer contribution / active EE | $4,376 | $6,352-31.1% | $34,453-87.3% | $10,506-58.3% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |