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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.2 years Service code 14 · EIN 74-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $210,753 |
HGK TRINITY10+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $204,197 |
ULLICO2 years Service code 28 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $92,342 |
LOOMIS SAYLES4 years Filed as: LOOMIS Service code 28 PO BOX 5493 · BOSTON, MA 02206 | Investment Management | $72,004 |
Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD NW · ATLANTA, GA 30327 | Investment Management | $68,685 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD · ATLANTA, GA 30339 | Actuarial | $67,548 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $65,000 |
NECA SE10+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $24,047 |
PAT FLYNN9 years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $22,827 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $17,500 |
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Employer contribution per participant 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 | $288,243-100.0% | - | $288,243-100.0% |
| Participation rate | 0.0% | 49.2%-49.2pp | - | 49.2%-49.2pp |
| Annual return | 12.18% | 10.96%+1.2pp | 73.56%-61.4pp | 10.96%+1.2pp |
| Employer contribution / active EE | $1,855 | $7,650-75.7% | $5,070-63.4% | $7,650-75.7% |
| Participant deferral / active EE | $0 | $6,708-100.0% | - | $6,708-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | - | $111-100.0% |