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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 | $338,566 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 338 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $48,000 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,286 |
BENEFIT RESOURCES, INC.5+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $11,250 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO Service code 16 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Consulting | $7,500 |
PAT FLYNN2 years Service code 29 · EIN 76-0440964 1225 N. LOOP WEST · HOUSTON, TX 77008 | Legal | $7,192 |
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 | $20,020 | $66,051-69.7% | $92,915-78.5% | $77,775-74.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.77% | 20.69%-5.9pp | 109.45%-94.7pp | 32.58%-17.8pp |
| Employer contribution / active EE | $919 | $3,426-73.2% | $3,653-74.9% | $2,504-63.3% |
| Participant deferral / active EE | $379 | $3,013-87.4% | $4,238-91.1% | $3,966-90.4% |
| Admin fee / account holder | $89 | $148-39.7% | $5,796-98.5% | $100-10.9% |