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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $148,096 |
Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHMOND, TX 75080 | Contract Administrator | $127,259 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT CT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $92,936 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY 560 · ATLANTA, GA 30338 | Actuarial | $57,966 |
CONNER & WINTERS9 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $28,018 |
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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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 12.46% | 10.13%+2.3pp | 9.03%+3.4pp | 8.87%+3.6pp |
| Employer contribution / active EE | $6,884 | $15,383-55.2% | $26,284-73.8% | $15,740-56.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |