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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRIERSON,SOLA,SIMONTON&KUTAC,PLLC Service code 10 · EIN 76-0523829 801 TRAVIS, STE. 1900 · HOUSTON, TX 77002 | Accounting | $7,450 |
LOREN D. STARK COMPANY1+ years Service code 15 · EIN 74-1537058 10750 ROCKLEY RD · HOUSTON, TX 77099 | Recordkeeping | $5,000 |
Participant 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 | $26,689 | $44,850-40.5% | $60,547-55.9% | $59,632-55.2% |
| Participation rate | 97.4% | 59.5%+37.9pp | 68.0%+29.4pp | 68.7%+28.7pp |
| Annual return | -0.99% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.32%-2042.3pp |
| Employer contribution / active EE | $1,948 | $1,462+33.3% | $2,419-19.5% | $2,203-11.6% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $123 | $3,635-96.6% | $4,536-97.3% | $4,297-97.1% |