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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $22,782 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $4,844 |
DEFINITI LLC1 year Service code 99 2201 TIMBERLOCK PL STE 150 · THE WOODLANDS, TX 77380 | Other Fees | $60 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 99 · EIN 74-2794194 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,102 | $65,453+39.2% | $86,698+5.1% | $66,938+36.1% |
| Participation rate | 88.7% | 75.5%+13.2pp | 76.6%+12.1pp | 69.8%+18.9pp |
| Annual return | -10.24% | -10.89%+0.6pp | 35.95%-46.2pp | 1.58%-11.8pp |
| Employer contribution / active EE | $3,308 | $2,154+53.6% | $2,837+16.6% | $2,545+30.0% |
| Participant deferral / active EE | $6,432 | $4,102+56.8% | $4,656+38.1% | $4,238+51.8% |
| Admin fee / account holder | $257 | $642-59.9% | $7,493-96.6% | $594-56.6% |