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| Provider | Service type | Compensation |
|---|---|---|
ISSI1+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Consulting | $68,588 |
DENA WALTERS1+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $66,378 |
IRIS FERGUSON1+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $60,744 |
SMITH & HOWARD, PC1+ years Filed as: SMITH GROUP ASSET MANAGEMENT Service code 27 · EIN 75-2620252 100 CRESANT COURT SUITE 1150 · DALLAS, TX 75201 | Advisory (Plan) | $56,610 |
DENICE MEIDINGER1+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $53,944 |
GREEN & MCELREATH1+ years Service code 10 · EIN 74-1500886 808 TRAVIS STE 2100 · HOUSTON, TX 77002 | Accounting | $52,268 |
WENDY WEISS1+ years Filed as: WENDY DITTRICH Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $51,864 |
PATRICK FLYNN1+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST STE 1000 · HOUSTON, TX 77008 | Legal | $50,928 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: NEW SOUTH CAPITAL MANAGEMENT INC. Service code 27 · EIN 62-1237220 999 S SHADY GROVE RD · MEMPHIS, TN 38120 | Advisory (Plan) | $41,823 |
ALBERT LEVY, P.C.1+ years Filed as: ALBERT LACASSE Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $39,200 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,495 | $80,354-84.5% | $133,975-90.7% | $63,975-80.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | -0.71% | 13.11%-13.8pp | 29.29%-30.0pp | 48.65%-49.4pp |
| Employer contribution / active EE | $1,199 | $3,503-65.8% | $5,211-77.0% | $2,182-45.1% |
| Participant deferral / active EE | $40 | $5,239-99.2% | $6,282-99.4% | $3,356-98.8% |
| Admin fee / account holder | $206 | $69+198.0% | $9,324-97.8% | $70+193.2% |