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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $134,300 |
INVESCO2 years Filed as: INVESCO ADVISERS Service code 27 · EIN 58-1707262 | Advisory (Plan) | $72,774 |
NFP RETIREMENT INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,500 |
HAM, LANGSTON & BREZINA, LLP10+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $16,106 |
NORTON ROSE FULBRIGHT7 years Service code 29 · EIN 74-1201087 | Legal | $11,008 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,537 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,773 | $112,582+102.3% | $105,608+115.7% | $199,921+13.9% |
| Participation rate | 94.4% | 86.3%+8.1pp | 75.3%+19.1pp | 72.0%+22.4pp |
| Annual return | 17.35% | 15.58%+1.8pp | 116.50%-99.1pp | 34.28%-16.9pp |
| Employer contribution / active EE | $6,587 | $4,580+43.8% | $3,167+108.0% | $3,035+117.0% |
| Participant deferral / active EE | $11,369 | $6,655+70.8% | $5,010+127.0% | $5,089+123.4% |
| Admin fee / account holder | $218 | $107+103.8% | $11,028-98.0% | $269-19.0% |