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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCE Service code 13 · EIN 76-0223606 8441 GULF FREEWAY 304 · HOUSTON, TX 77017 | Contract Administrator | $66,000 |
HORIZONTAL ACTUARIAL SERVICE4+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $22,453 |
HARPER & PEARSON COMPANY, P.C.4+ years Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $18,000 |
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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 | $162,281-100.0% | $362,723-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 49.4%-49.4pp | 38.2%-38.2pp | 47.4%-47.4pp |
| Annual return | 500.96% | 10.22%+490.7pp | 10.56%+490.4pp | 12.16%+488.8pp |
| Employer contribution / active EE | $10,076 | $37,390-73.1% | $30,197-66.6% | $44,747-77.5% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,182-100.0% | $2,168-100.0% | $17,640-100.0% |