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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid direc... | $165,620 |
BENEFIT RESOURCES, INC.4 years Service code 14 · EIN 76-0560949 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $39,000 |
RETIREMENT, LLC8+ years Service code 11 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Actuarial | $16,235 |
Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 4500 MAIN STREET, SUITE C · BAYTOWN, TX 775220860 | Accounting | $15,000 |
CUBIC ASSET MANAGEMENT5 years Service code 28 · EIN 65-1312579 800 BOYLSTON STREET · BOSTON, MA 02199 | Investment Management | $12,092 |
ULLICO5 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD, 13 TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $5,979 |
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Participant 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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -14.25% | -4.92%-9.3pp | -5.85%-8.4pp | -5.25%-9.0pp |
| Employer contribution / active EE | $11,082 | $10,994+0.8% | $31,839-65.2% | $15,161-26.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |