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| Provider | Service type | Compensation |
|---|---|---|
SAIPH CAPITAL LLC3 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $41,575 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,625 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,397 | $101,591-18.9% | $147,096-44.0% | $74,429+10.7% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 12.89% | 8746.45%-8733.6pp | 419.75%-406.9pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $5,068 | $3,813+32.9% | $4,936+2.7% | $2,625+93.1% |
| Participant deferral / active EE | $9,697 | $7,302+32.8% | $8,071+20.1% | $4,348+123.0% |
| Admin fee / account holder | $36 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |