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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $205,250 |
HGK TRINITY3+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $144,336 |
INVESCO3+ years Service code 28 PO BOX 79269 · ATLANTA, GA 30357 | Investment Management | $105,154 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PKWY · HOUSTON, TX 77064 | Actuarial | $73,436 |
Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD NW · ATLANTA, GA 30327 | Investment Management | $62,170 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $43,500 |
NECA SE3+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $26,979 |
PAT FLYNN2 years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $26,104 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $22,239 |
PATTERSON CAPITAL CORPORATION3+ years Filed as: PATTERSON CAPITAL Service code 28 · EIN 95-3170259 707 TRAVIS · HOUSTON, TX 77002 | Investment Management | $7,602 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 14.44% | 12.33%+2.1pp | 8.32%+6.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $1,942 | $11,641-83.3% | $30,793-93.7% | $14,688-86.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |