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| Provider | Service type | Compensation |
|---|---|---|
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $136,790 |
Service code 14 · EIN 86-0785790 6121 INDIAN SCHOOL RD NE SUITE 123 · ALBURQUERQUE, NM 87110 | Plan Administrator | $93,120 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 19 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Securities Custodian | $64,626 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $62,406 |
CONNORS8 years Filed as: CONNORS & WINTERS, LLP Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $36,740 |
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Employer contribution per participant 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 | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.88% | 10.33%+2.5pp | 8.10%+4.8pp | 9.30%+3.6pp |
| Employer contribution / active EE | $2,253 | $14,972-85.0% | $28,649-92.1% | $12,551-82.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |