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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $27,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,100 | $55,453-65.6% | $170,439-88.8% | $62,293-69.3% |
| Participation rate | 31.9% | 66.4%-34.5pp | 83.6%-51.7pp | 69.5%-37.6pp |
| Annual return | 14.69% | 21.38%-6.7pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $154 | $2,164-92.9% | $5,433-97.2% | $2,042-92.5% |
| Participant deferral / active EE | $708 | $2,303-69.3% | $4,939-85.7% | $3,169-77.7% |
| Admin fee / account holder | $255 | $455-43.9% | $13,881-98.2% | $479-46.8% |