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| Provider | Service type | Compensation |
|---|---|---|
EDWARDS AND LEATHERS, P.C.8+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $15,133 |
BENEFIT RESOURCES, INC.2 years Service code 15 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Recordkeeping | $14,480 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL CO Service code 17 · EIN 94-1503999 ONE PACES WEST 2727 PACES FERRY RD · ATLANTA, GA 30339 | Pension Consulting | $8,000 |
JULIE VISINTINE1 year Filed as: JULIE JACKSON Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $5,053 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MASS MUTUAL Service code 52 · EIN 04-1590850 1295 STATE ST. · SPRINGFIELD, MA 01111 | Indirect Investment Fees | $0 |
OPPENHEIMER7 years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 27 · EIN 13-2886227 711 LOUISIANA ST., SUITE 1500 · HOUSTON, TX 77002 | Advisory (Plan) | $0 |
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 | $35,204 | $106,236-66.9% | $112,263-68.6% | $64,824-45.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -12.16% | -6.02%-6.1pp | 27.49%-39.6pp | 32.84%-45.0pp |
| Employer contribution / active EE | $878 | $3,167-72.3% | $3,636-75.9% | $2,507-65.0% |
| Participant deferral / active EE | $234 | $3,786-93.8% | $4,729-95.1% | $4,311-94.6% |
| Admin fee / account holder | $290 | $452-35.7% | $6,410-95.5% | $188+54.6% |