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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC3+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 429 SANTA MONICA BLVD, SUITE 650 · SANTA MPNICA, CA 90401 | Advisory (Plan) | $0 |
BUSINESS SOLUTIONS INC3+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISIANA · HOUSTON, TX 77092 | Valuation (appraisals, etc.) | $0 |
EEPB1 year Filed as: EEPB, INC Service code 10 2950 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $0 |
MAXWELL & BAIN CPA'S3+ years Service code 10 · EIN 76-0290301 P O BOX 12919 · HOUSTON, TX 77217 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,728 | $221,442-81.6% | $92,240-55.8% | $77,958-47.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.45% | 15.65%-7.2pp | 176.29%-167.8pp | 20.87%-12.4pp |
| Employer contribution / active EE | $145 | $3,226-95.5% | $3,680-96.1% | $2,310-93.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $2 | $210-98.9% | $5,194-100.0% | $97-97.6% |