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| Provider | Service type | Compensation |
|---|---|---|
HILLIARD & ASSOCIATES1 year Filed as: HILLIARD & ASSOCIATES, P.C. Service code 19 14100 SOUTHWEST FWY · SUGAR LAND, TX 77478 | Securities Custodian | $14,650 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 7425 HOLLISTER ST · HOUSTON, TX 77040 | Contract Administrator | $9,300 |
LINCOLN NATIONAL CORPORATION3 years Service code 19 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Securities Custodian | $2,700 |
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 | $37,529 | $59,191-36.6% | $76,767-51.1% | $56,289-33.3% |
| Participation rate | 82.8% | 75.2%+7.6pp | 77.0%+5.9pp | 69.9%+13.0pp |
| Annual return | -5.98% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $2,613 | $1,759+48.6% | $2,485+5.1% | $2,111+23.8% |
| Participant deferral / active EE | $3,561 | $3,255+9.4% | $3,852-7.6% | $3,350+6.3% |
| Admin fee / account holder | $91 | $489-81.4% | $6,675-98.6% | $521-82.5% |