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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $48,023 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY CONSULTING Service code 27 200 CRESCENT COURT SUITE 900 · DALLAS, TX 75201 | Advisory (Plan) | $46,667 |
CONNER & WINTERS5+ years Service code 29 · EIN 73-1388566 | Legal | $40,444 |
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 2550 W UNION HILLS DRIVE STE 250 · PHOENIX, AZ 85027 | Contract Administrator | $31,749 |
CUNEO, LAWSON, SHAY & STALEY5+ years Service code 10 · EIN 44-0642126 | Accounting | $31,285 |
RBC WEALTH MANAGEMENT1 year Service code 27 100 CRESCENT COURT STE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $24,587 |
AMERIBEN5+ years Service code 13 · EIN 82-0497661 | Contract Administrator | $18,990 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 17.64% | 10.27%+7.4pp | 10.56%+7.1pp | 53.27%-35.6pp |
| Employer contribution / active EE | $9,021 | $12,273-26.5% | $30,199-70.1% | $14,774-38.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |