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| Provider | Service type | Compensation |
|---|---|---|
FAYEZ SAROFIM & CO6+ years Filed as: FAYEZ SAROFIM Service code 28 · EIN 74-1312679 | Investment Management | $169,430 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 88-0047695 | Bank Trustee | $30,136 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $29,805 |
ROLOFF, HNATEK AN CO. LLP2 years Service code 10 · EIN 74-1249829 | Accounting | $7,960 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $198,586-100.0% | $229,060-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 27.3%-27.3pp | 13.5%-13.5pp |
| Annual return | 14.22% | 8.89%+5.3pp | 7.48%+6.7pp | 9.29%+4.9pp |
| Employer contribution / active EE | $19,742 | $10,747+83.7% | $39,603-50.2% | $15,168+30.2% |
| Participant deferral / active EE | $0 | $670-100.0% | $172-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $1,197-100.0% | $2,037-100.0% |