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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $210,888 |
HGK TRINITY4+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $148,311 |
INVESCO4+ years Service code 28 PO BOX 79269 · ATLANTA, GA 30357 | Investment Management | $121,638 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PKWY · HOUSTON, TX 77064 | Actuarial | $72,084 |
Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD NW · ATLANTA, GA 30327 | Investment Management | $67,190 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $58,000 |
Filed as: BNY MELLON Service code 28 135 SANTILLI HIGHWAY / 026-0020 · EVERETT, MA 02149 | Investment Management | $36,676 |
NECA SE4+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $34,655 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $23,441 |
PAT FLYNN3 years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $14,031 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.66% | 2.02%-5.7pp | -752.26%+748.6pp | 33.37%-37.0pp |
| Employer contribution / active EE | $1,826 | $12,422-85.3% | $31,802-94.3% | $11,253-83.8% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |