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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $52,632 |
STEPHENS VALUATION SYSTEMS2 years Service code 64 · EIN 75-1761182 PO BOX 609002 · DALLAS, TX 75360 | Recordkeeping Fees | $23,575 |
BENEFIT RESOURCES, INC.5 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $20,006 |
CONNER & WINTERS1 year Service code 29 · EIN 73-1388566 808 TRAVIS STREET · HOUSTON, TX 77002 | Legal | $17,203 |
EDWARDS AND LEATHERS, P.C.6 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $10,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,211 | $80,781-37.8% | $102,437-51.0% | $74,478-32.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.34% | 27.58%-13.2pp | 24.95%-10.6pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $3,637 | $3,160+15.1% | $3,871-6.0% | $2,626+38.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $237 | $2,372-90.0% | $8,388-97.2% | $1,946-87.8% |