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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $356,815 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $283,419 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $143,984 |
HARPER & PEARSON COMPANY, P.C.8+ years Filed as: HARPER AND PEARSON CPA'S Service code 10 ONE RIVERWAY · HOUSTON, TX 770561973 | Accounting | $80,800 |
LOOMIS SAYLES8+ years Service code 28 · EIN 04-3200030 | Investment Management | $69,885 |
CONNER & WINTERS8+ years Service code 29 · EIN 73-1388566 | Legal | $66,318 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $52,775 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $51,919 |
EDWARDS AND LEATHERS, P.C.8+ years Service code 10 · EIN 20-8739519 | Accounting | $26,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | -5.36% | 8.84%-14.2pp | 12.68%-18.0pp | 9.11%-14.5pp |
| Employer contribution / active EE | $4,587 | $8,705-47.3% | $41,626-89.0% | $12,231-62.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |