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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 | $354,235 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 338 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $50,000 |
Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $16,934 |
THE SEGAL COMPANY2 years Service code 16 · EIN 94-1503999 ONE PACES WEST 2727 PACES FERRY RD · ATLANTA, GA 30339 | Consulting | $14,324 |
BENEFIT RESOURCES, INC.3 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $11,250 |
PATRICK FLYNN9+ years Service code 29 · EIN 76-0440964 1225 N. LOOP WEST · HOUSTON, TX 77008 | Legal | $11,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,754 | $74,831-73.6% | $96,538-79.5% | $103,590-80.9% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 14.42% | 16.15%-1.7pp | 35.74%-21.3pp | 33.13%-18.7pp |
| Employer contribution / active EE | $835 | $3,888-78.5% | $3,740-77.7% | $3,213-74.0% |
| Participant deferral / active EE | $301 | $3,896-92.3% | $4,880-93.8% | $5,214-94.2% |
| Admin fee / account holder | $78 | $130-39.7% | $6,737-98.8% | $114-31.3% |