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| Provider | Service type | Compensation |
|---|---|---|
BUSINESS SOLUTIONS INC5+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISIANA · HOUSTON, TX 77002 | Valuation (appraisals, etc.) | $0 |
EEPB2 years Filed as: EEPB,INC Service code 10 2950 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $0 |
Filed as: MAXWELL & BAIN Service code 10 PO 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.
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 | $46,820 | $66,051-29.1% | $92,909-49.6% | $77,775-39.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 9.18% | 20.69%-11.5pp | 109.44%-100.3pp | 32.58%-23.4pp |
| Employer contribution / active EE | $190 | $3,426-94.5% | $3,653-94.8% | $2,504-92.4% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $9 | $148-93.7% | $5,795-99.8% | $100-90.7% |