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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FWY · HOUSTON, TX 77017 | Contract Administrator | $67,944 |
MILLIMAN, INC.3 years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 333 CLAY STREET · HOUSTON, TX 77002 | Actuarial | $61,075 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 10740 NORTH GESSNER ST · HOUSTON, TX 77064 | Investment Management | $50,000 |
Service code 10 · EIN 72-0847443 205 WEST COLLEGE STREET · LAKE CHARLES, LA 70605 | Accounting | $28,006 |
Filed as: ROBEIN URANN ET AL Service code 29 · EIN 72-0999672 2540 SEVERN AVENUE · METAIRIE, LA 70009 | Legal | $14,149 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $61,831 | $61,8310% | $245,396-74.8% | $18,026,966-99.7% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.53% | 4.25%-7.8pp | -752.26%+748.7pp | 0.19%-3.7pp |
| Employer contribution / active EE | $8,829 | $11,906-25.8% | $31,802-72.2% | $13,763-35.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $593 | $5930% | $1,223-51.5% | $426+39.2% |