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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 13 · EIN 22-1211670 | Contract Administrator | $78,724 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC1 year Service code 10 · EIN 47-0625816 | Accounting | $18,000 |
Filed as: HOUSTON BENEFIT CONSULTING, LLC Service code 14 · EIN 81-5060495 | Plan Administrator | $5,000 |
Filed as: PRUDNTIAL RETIREMENT INSURANC AND Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,086 | $78,419+53.1% | $133,978-10.4% | $73,412+63.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 18.42% | 33.35%-14.9pp | 45.10%-26.7pp | 59.30%-40.9pp |
| Employer contribution / active EE | $4,932 | $2,044+141.4% | $3,919+25.9% | $2,234+120.8% |
| Participant deferral / active EE | $7,010 | $3,925+78.6% | $5,047+38.9% | $3,806+84.2% |
| Admin fee / account holder | $243 | $161+50.4% | $8,930-97.3% | $158+53.7% |