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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.2+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $204,750 |
HGK TRINITY2+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $115,005 |
INVESCO2+ years Service code 28 PO BOX 79269 · ATLANTA, GA 30357 | Investment Management | $88,467 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $58,000 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PKWY · HOUSTON, TX 77064 | Actuarial | $48,395 |
NECA SE2+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $38,748 |
PATTERSON CAPITAL CORPORATION2+ years Filed as: PATTERSON CAPITAL Service code 28 · EIN 95-3170259 707 TRAVIS · HOUSTON, TX 77002 | Investment Management | $38,460 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $19,075 |
PAT FLYNN1 year Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $15,844 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 7.58% | 3.63%+3.9pp | 4.16%+3.4pp | 9.19%-1.6pp |
| Employer contribution / active EE | $2,053 | $11,363-81.9% | $29,966-93.1% | $12,608-83.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |