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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2+ years Filed as: GREATBANC Service code 26 · EIN 36-3681493 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Advisory (Participants) | $27,237 |
WEINSTEIN ZUGMAN, LLC2+ years Filed as: WEINSTEIN SPIRA Service code 10 · EIN 74-2181616 3 GREENWAY PLAZA, SUITE 1700 · HOUSTON, TX 77046 | Accounting | $27,000 |
ASCENDANT ADVISORS2+ years Service code 20 · EIN 27-0666968 AWM SERVICES, INC. · HOUSTON, TX 77056 | Trustee (individual) | $25,536 |
THE BVA GROUP2+ years Service code 29 · EIN 75-2326337 5601 GRANITE PKWY, STE 740 · PLANO, TX 75024 | Legal | $20,913 |
UNITED RETIREMENT PENSION CORP2+ years Service code 24 · EIN 25-1759623 545 METRP PLACE SOUTH · DUBLIN, OH 43017 | Discretionary Trustee | $17,490 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT, WILL & EMERY Service code 20 · EIN 24-2587653 4265 SAN FELIPE, SUITE 800 · HOUSTON, TX 77027 | Trustee (individual) | $0 |
Participant 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 | $45,853 | $75,183-39.0% | $123,894-63.0% | $55,167-16.9% |
| Participation rate | 88.3% | 72.8%+15.5pp | 81.4%+6.9pp | 69.0%+19.4pp |
| Annual return | 2.83% | 19.01%-16.2pp | 47.52%-44.7pp | 169.23%-166.4pp |
| Employer contribution / active EE | $7,282 | $2,823+157.9% | $4,617+57.7% | $1,963+271.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $282 | $663-57.4% | $8,357-96.6% | $504-44.0% |