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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Securities Custodian | $168,138 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 95-1702986 4040 MCEWEN, SUITE 100 · DALLAS, TX 75244 | Plan Administrator | $41,913 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $40,430 |
HARPER & PEARSON COMPANY, P.C.4+ years Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $25,200 |
CONNORS2 years Filed as: CONNORS & WINTERS, LLP Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $17,110 |
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Employer 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 | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -5.73% | 2.02%-7.7pp | -752.26%+746.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $2,129 | $12,422-82.9% | $31,802-93.3% | $11,253-81.1% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |