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| Provider | Service type | Compensation |
|---|---|---|
HARIZON ACTUARIAL SERVCIES2 years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $69,601 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0223606 8441 GULF FREEWAY SUITE 304 · HOUSOTN, TX 77017 | Contract Administrator | $66,000 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $37,000 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $23,785 |
CONNER & WINTERS3 years Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23ED FLOOR · HOUSOTN, TX 77002 | Legal | $20,903 |
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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 | $206,041-100.0% | $201,416-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.7%-43.7pp |
| Annual return | 11.64% | 7.46%+4.2pp | 8.10%+3.5pp | 13.05%-1.4pp |
| Employer contribution / active EE | $6,314 | $34,689-81.8% | $28,649-78.0% | $37,664-83.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $31,365-100.0% |