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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC1 year Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $39,675 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $16,275 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,292 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $8,292 |
BDG-CPAS1 year Filed as: BDG CPSS Service code 99 · EIN 44-4000444 | Other Fees | $5,400 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,260 | $82,188-19.4% | $125,391-47.2% | $64,824+2.2% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -11.51% | 3.50%-15.0pp | 572.41%-583.9pp | 32.84%-44.4pp |
| Employer contribution / active EE | $4,554 | $3,617+25.9% | $4,816-5.4% | $2,507+81.7% |
| Participant deferral / active EE | $7,114 | $7,177-0.9% | $7,448-4.5% | $4,311+65.0% |
| Admin fee / account holder | $174 | $163+6.7% | $10,009-98.3% | $188-7.3% |