See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $15,185 |
BENEFIT RESOURCES, INC.4 years Service code 15 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Recordkeeping | $13,480 |
Filed as: ROBEIN, URANN, SPENCER, PICARD, CAN Service code 29 2540 SEVEN AVE STE 400 · METAIRE, LA 70002 | Legal | $9,303 |
THE SEGAL COMPANY10+ 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 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
OPPENHEIMER9 years Filed as: OPPENHEIMER LIFE AGENCY LTD Service code 55 125 BROAD ST · NEW YORK, NY 10004 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,029 | $82,917-49.3% | $103,333-59.3% | $77,643-45.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.50% | 19.13%-7.6pp | 24.88%-13.4pp | 31.24%-19.7pp |
| Employer contribution / active EE | $985 | $3,552-72.3% | $3,868-74.5% | $2,726-63.9% |
| Participant deferral / active EE | $304 | $4,108-92.6% | $5,057-94.0% | $4,647-93.5% |
| Admin fee / account holder | $539 | $638-15.5% | $8,355-93.5% | $430+25.3% |