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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.5+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 · EIN 74-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Plan Administrator | $212,763 |
HGK TRINITY5+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $149,240 |
Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD NW · ATLANTA, GA 30327 | Investment Management | $69,169 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PKWY · HOUSTON, TX 77064 | Actuarial | $58,747 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $58,000 |
INVESCO5+ years Service code 28 PO BOX 79269 · ATLANTA, GA 30357 | Investment Management | $51,844 |
NECA SE5+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $27,191 |
PAT FLYNN4 years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $24,062 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $22,060 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 135 SANTILLI HIGHWAY/026-0020 · EVERETT, MA 02149 | Investment Management | $16,609 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 20.16% | 12.20%+8.0pp | 10.56%+9.6pp | 21.83%-1.7pp |
| Employer contribution / active EE | $2,254 | $12,801-82.4% | $30,197-92.5% | $12,237-81.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |