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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER5 years Filed as: OPPENHEIMER & CO Service code 28 · EIN 13-5657518 711 LOUISIANA SUITE 1500 · HOUSTON, TX 77002 | Investment Management | $29,736 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES INC Service code 13 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $17,248 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8379519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $14,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,146 | $129,227-96.0% | $184,260-97.2% | $77,736-93.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 10.57% | 33.24%-22.7pp | 28.84%-18.3pp | 31.26%-20.7pp |
| Employer contribution / active EE | $1,129 | $4,412-74.4% | $6,427-82.4% | $2,728-58.6% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $57 | $256-77.6% | $13,898-99.6% | $433-86.8% |