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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT Service code 13 · EIN 03-1050034 30 SCANTON OFFICE PARK · SCRANTON, PA 18507 | Contract Administrator | $161,244 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $48,000 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $15,391 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO Service code 16 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Consulting | $6,500 |
PATRICK FLYNN2+ years Service code 29 · EIN 76-0040934 1225 N LOOP WEST STE 1000 · HOUSTON, TX 77008 | Legal | $5,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,305 | $54,392-75.5% | $84,753-84.3% | $63,975-79.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 4.96% | 611.38%-606.4pp | 22.78%-17.8pp | 48.65%-43.7pp |
| Employer contribution / active EE | $966 | $2,943-67.2% | $3,574-73.0% | $2,182-55.7% |
| Participant deferral / active EE | $338 | $2,593-86.9% | $3,712-90.9% | $3,356-89.9% |
| Admin fee / account holder | $42 | $136-69.2% | $5,333-99.2% | $70-40.6% |