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| Provider | Service type | Compensation |
|---|---|---|
STEVENS & LEE10+ years Filed as: STEVENS VALUATION SERVICES Service code 15 · EIN 75-1761182 4131 N CENTRAL EXPRESSWAY SUITE 250 · DALLAS, TX 75204 | Recordkeeping | $349,174 |
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER AND PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $167,500 |
BENEFIT RESOURCES, INC.6 years Filed as: BENEFIT RESOURCES INC Service code 13 · EIN 76-0560949 8441 GULF FREEWAY SUITE 304 · HOUOSTON, TX 77017 | Contract Administrator | $134,333 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $133,320 |
CONNER & WINTERS10+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $67,855 |
Annual investment return 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 | $15,187 | $102,364-85.2% | $119,126-87.3% | $102,364-85.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 75.8%+24.2pp | 82.9%+17.1pp |
| Annual return | 5.78% | 13.75%-8.0pp | 282.11%-276.3pp | 13.75%-8.0pp |
| Employer contribution / active EE | $1,642 | $3,994-58.9% | $4,034-59.3% | $3,994-58.9% |
| Participant deferral / active EE | $0 | $5,690-100.0% | $5,318-100.0% | $5,690-100.0% |
| Admin fee / account holder | $94 | $214-56.3% | $10,693-99.1% | $214-56.3% |