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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 333 CLAY ST · HOUSTON, TX 77002 | Actuarial | $68,765 |
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FWY · HOUSTON, TX 77017 | Contract Administrator | $66,054 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 10740 NORTH GESSNER STE 320 · HOUSTON, TX 77064 | Investment Management | $45,833 |
Service code 10 · EIN 72-0847443 205 WEST COLLEGE ST · LAKE CHARLES, LA 70605 | Accounting | $17,884 |
US BANK1 year Service code 19 · EIN 95-0038801 60 LIVINGSTON AVE · ST. PAUL, MN 55107 | Securities Custodian | $11,125 |
Filed as: ROBEIN URANN ET ALL Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRIE, LA 70009 | Legal | $9,891 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 15.63% | 13.03%+2.6pp | 10.36%+5.3pp | 23.90%-8.3pp |
| Employer contribution / active EE | $4,419 | $15,779-72.0% | $37,738-88.3% | $16,539-73.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |