Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $12,745 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,188 |
THOMAS BEAL1 year Filed as: THOMAS INSTRUMENT INCORPORATED Service code 99 PO BOX 999 · BROOKSHIRE, TX 77423 | Other Fees | $3,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,071 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,121 | $76,107+23.7% | $96,576-2.5% | $71,495+31.6% |
| Participation rate | 79.3% | 74.4%+4.9pp | 76.0%+3.3pp | 67.9%+11.4pp |
| Annual return | 9.53% | 22.81%-13.3pp | 25.87%-16.3pp | 28.85%-19.3pp |
| Employer contribution / active EE | $2,836 | $2,247+26.2% | $2,965-4.3% | $2,589+9.5% |
| Participant deferral / active EE | $5,439 | $4,218+28.9% | $4,851+12.1% | $4,291+26.8% |
| Admin fee / account holder | $287 | $2,708-89.4% | $8,253-96.5% | $1,588-81.9% |