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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,771 |
CENTERPOINT ENERGY2 years Filed as: CENTERPOINT ADVISORY Service code 28 7450 W. 130TH ST. SUITE 410 · OVERLAND PARK, KS 66213 | Investment Management | $22,264 |
HICKS PENSION SERVICES3 years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $625 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,938 | $101,653-34.2% | $147,080-54.5% | $74,459-10.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.05% | 8754.98%-8739.9pp | 420.17%-405.1pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $6,980 | $3,813+83.0% | $4,933+41.5% | $2,626+165.8% |
| Participant deferral / active EE | $5,880 | $7,304-19.5% | $8,066-27.1% | $4,350+35.2% |
| Admin fee / account holder | $296 | $1,752-83.1% | $12,989-97.7% | $1,945-84.8% |