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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0223606 8441 GULF FREEWAY SUITE 304 · HOUSOTN, TX 77017 | Contract Administrator | $66,000 |
HARIZON ACTUARIAL SERVCIES3 years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $44,116 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $30,304 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $30,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 2.67% | 9.11%-6.4pp | 9.57%-6.9pp | 15.19%-12.5pp |
| Employer contribution / active EE | $4,709 | $34,784-86.5% | $26,706-82.4% | $34,877-86.5% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |