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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 14 · EIN 22-1211670 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Plan Administrator | $165,875 |
TAMMY GRAVES1+ years Service code 30 1430 SPINDLETOP ROAD · BEAUMONT, TX 77705 | Employee (plan) | $31,259 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $20,000 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 15 · EIN 75-2915587 P.O. BOX 860007 · PLANO, TX 750860007 | Recordkeeping | $18,000 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 606 ROLLINGBROOK SUITE 1J · BAYTOWN, TX 77522 | Accounting | $15,314 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $12,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,221 | $55,516-47.4% | $75,781-61.4% | $59,188-50.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 2.18% | -1.89%+4.1pp | 9.68%-7.5pp | 5.51%-3.3pp |
| Employer contribution / active EE | $1,246 | $2,604-52.2% | $3,323-62.5% | $2,098-40.6% |
| Participant deferral / active EE | $439 | $2,599-83.1% | $3,651-88.0% | $3,265-86.5% |
| Admin fee / account holder | $173 | $110+57.4% | $5,299-96.7% | $92+87.8% |