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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0223606 8441 GULF FREEWAY SUITE 304 · HOUSOTN, TX 77017 | Contract Administrator | $66,000 |
Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $42,197 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $33,000 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $22,975 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23ED FLOOR · HOUSOTN, TX 77002 | Legal | $5,053 |
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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 | $162,803-100.0% | $473,625-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.9%-55.9pp |
| Annual return | -0.71% | 17.22%-17.9pp | 20.18%-20.9pp | 24.44%-25.1pp |
| Employer contribution / active EE | $7,318 | $35,410-79.3% | $29,108-74.9% | $41,344-82.3% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |