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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.5+ years Filed as: BENEFIT RESOURCE Service code 13 · EIN 76-0223606 8441 GULF FREEWAY 304 · HOUSTON, TX 77017 | Contract Administrator | $66,000 |
HORIZONTAL ACTUARIAL SERVICE5+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $37,488 |
HARPER & PEARSON COMPANY, P.C.5+ years Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $24,000 |
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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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 478.37% | 7.89%+470.5pp | 8.01%+470.4pp | 259.14%+219.2pp |
| Employer contribution / active EE | $16,484 | $36,824-55.2% | $29,475-44.1% | $41,471-60.3% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |