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| Provider | Service type | Compensation |
|---|---|---|
BUSINESS SOLUTIONS INC6+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISIANA · HOUSTON, TX 77002 | Valuation (appraisals, etc.) | $0 |
EEPB1 year Service code 10 2950 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $0 |
MAXWELL LOCKE & RITTER LLP2 years Filed as: MAXWELL & BAIN Service code 10 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 | $45,265 | $81,719-44.6% | $101,271-55.3% | $90,274-49.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 7.23% | 337.64%-330.4pp | 46.48%-39.3pp | 53.97%-46.7pp |
| Employer contribution / active EE | $174 | $3,622-95.2% | $3,660-95.3% | $2,523-93.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $10 | $162-93.9% | $5,948-99.8% | $114-91.3% |