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| Provider | Service type | Compensation |
|---|---|---|
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8379519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $14,500 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $14,370 |
PAT FLYNN4+ years Service code 29 · EIN 76-0440964 1225 N. LOOP WEST SUITE 1000 · HOUSTON, TX 77008 | Legal | $6,674 |
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 | $5,577 | $80,005-93.0% | $140,019-96.0% | $55,725-90.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.58% | 0.46%-6.0pp | 651.15%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $1,043 | $3,403-69.4% | $5,605-81.4% | $2,078-49.8% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $125 | $116+8.0% | $10,705-98.8% | $115+8.4% |