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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,301 |
CENTERPOINT ENERGY3 years Filed as: CENTERPOINT ADVISORY Service code 28 7450 W. 130TH ST. SUITE 410 · OVERLAND PARK, KS 66213 | Investment Management | $24,944 |
HICKS PENSION SERVICES4 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,487 | $88,360-18.0% | $145,433-50.2% | $67,986+6.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 14.63% | 63.15%-48.5pp | 66.58%-51.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $7,039 | $3,054+130.5% | $4,554+54.6% | $2,019+248.7% |
| Participant deferral / active EE | $5,681 | $5,932-4.2% | $7,897-28.1% | $3,358+69.2% |
| Admin fee / account holder | $307 | $3,313-90.7% | $13,129-97.7% | $3,203-90.4% |