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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT Service code 13 · EIN 03-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Contract Administrator | $212,261 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 338 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $48,185 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $16,559 |
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $10,312 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO Service code 16 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Consulting | $7,080 |
PAT FLYNN1 year Service code 29 · EIN 76-0440964 1225 N. LOOP WEST · HOUSTON, TX 77008 | Legal | $6,828 |
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.
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 | $19,859 | $60,396-67.1% | $83,831-76.3% | $75,289-73.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | 0.92% | 3.84%-2.9pp | 850.99%-850.1pp | -0.04%+1.0pp |
| Employer contribution / active EE | $1,009 | $3,343-69.8% | $3,631-72.2% | $2,405-58.0% |
| Participant deferral / active EE | $369 | $2,922-87.4% | $4,082-91.0% | $3,739-90.1% |
| Admin fee / account holder | $72 | $141-48.7% | $5,479-98.7% | $102-29.2% |