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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Securities Custodian | $179,600 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 95-1702986 4040 MCEWEN, SUITE 100 · DALLAS, TX 75244 | Plan Administrator | $49,319 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $39,433 |
HARPER & PEARSON COMPANY, P.C.2+ years Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $29,575 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.17% | 3.63%+3.5pp | 4.16%+3.0pp | 9.19%-2.0pp |
| Employer contribution / active EE | $2,133 | $11,363-81.2% | $29,966-92.9% | $12,608-83.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |