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| Provider | Service type | Compensation |
|---|---|---|
HORIZONTAL ACTUARIAL SERVICE1+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $112,750 |
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCE Service code 13 · EIN 76-0223606 8441 GULF FREEWAY 304 · HOUSTON, TX 77017 | Contract Administrator | $66,132 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $33,443 |
HARPER & PEARSON COMPANY, P.C.1+ years Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $26,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 1.91% | 4.44%-2.5pp | 4.16%-2.2pp | 4.16%-2.2pp |
| Employer contribution / active EE | $6,059 | $38,002-84.1% | $29,966-79.8% | $42,918-85.9% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |