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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1+ years Service code 28 | Investment Management | $22,636 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8379519 606 ROLLINGBROOK, SUITE 1J · BAYTOWN, TX 77522 | Accounting | $16,909 |
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCE INC Service code 13 PO DRAWER C · NEDERLAND, TX 77627 | Contract Administrator | $14,954 |
OPPENHEIMER1+ years Filed as: OPPEHHEIMER & CO. INC Service code 27 | Advisory (Plan) | $12,000 |
PAT FLYNN1+ years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $8,695 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 10740 N. GESSNER · HOUSTON, TX 77064 | Actuarial | $6,358 |
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 | $3,965 | $68,413-94.2% | $123,106-96.8% | $55,191-92.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.16% | 6.30%-5.1pp | 13.22%-12.1pp | 10.78%-9.6pp |
| Employer contribution / active EE | $934 | $3,050-69.4% | $5,151-81.9% | $1,899-50.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $96 | $88+9.9% | $9,015-98.9% | $91+6.3% |