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| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO11+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $208,617 |
Filed as: PRINCIPAL Service code 21 · EIN 51-0099493 | Bank Trustee | $35,348 |
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 | Actuarial | $21,097 |
ROLOFF, HNATEK AN CO. LLP2 years Filed as: ROLOFF, HNATEK AND CO. LLP Service code 10 · EIN 74-1249829 | Accounting | $9,625 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $162,152-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 50.0%-50.0pp | 18.6%-18.6pp |
| Annual return | 7.99% | 9.77%-1.8pp | 14.20%-6.2pp | 9.77%-1.8pp |
| Employer contribution / active EE | $0 | $13,890-100.0% | $32,636-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $132-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $884-100.0% | $2,893-100.0% |