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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $204,750 |
HGK TRINITY1+ years Service code 28 · EIN 27-4114943 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $103,826 |
INVESCO1+ years Service code 28 PO BOX 79269 · ATLANTA, GA 30357 | Investment Management | $97,126 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $58,000 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PKWY · HOUSTON, TX 77064 | Actuarial | $49,035 |
PATTERSON CAPITAL CORPORATION1+ years Filed as: PATTERSON CAPITAL Service code 28 · EIN 95-3170259 707 TRAVIS · HOUSTON, TX 77002 | Investment Management | $44,235 |
NECA SE1+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $42,179 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $17,231 |
PATRICK FLYNN1+ years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $16,724 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 0.61% | 1.36%-0.7pp | -1.61%+2.2pp | 1.67%-1.1pp |
| Employer contribution / active EE | $2,050 | $10,832-81.1% | $30,840-93.4% | $10,506-80.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |