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| Provider | Service type | Compensation |
|---|---|---|
ROBERT HARRELL INC.1+ years Filed as: ROBERT HARRELL, INC. Service code 27 · EIN 75-2387209 8310 CAPITAL OF TEXAS HIGHWAY N · AUSTIN, TX 78731 | Advisory (Plan) | $222,686 |
AMERIBEN1+ years Service code 13 · EIN 82-0497661 520 CENTRAL PKWY E STE 311 · PLANO, TX 75074 | Contract Administrator | $108,216 |
STEGEMUELLER, JETT & CO., P.C.1+ years Service code 10 · EIN 76-0774332 40 N E LOOP 410 STE 506 · SAN ANTONIO, TX 78216 | Accounting | $71,001 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 10740 NORTH GESSNER STE 320 · HOUSTON, TX 77064 | Actuarial | $54,070 |
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 19 · EIN 74-0635455 P O BOX 2950 · SAN ANTONIO, TX 78205 | Securities Custodian | $50,049 |
TRIBUTARY CAPITAL1+ years Filed as: TRIBUTARY CAPITAL MANAGEMENT Service code 28 · EIN 20-1736988 1620 DODGE STREET STOP 1089 · OMAHA, NE 68197 | Investment Management | $41,393 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGMT, Service code 28 · EIN 51-0294065 2929 ARCH STREET SUITE 800 · PHILADELPHIA, PA 19104 | Investment Management | $40,442 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23RD FLOOR · HOUSTON, TX 77002 | Legal | $17,374 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.99% | 3.49%-4.5pp | 4.16%-5.1pp | 7.18%-8.2pp |
| Employer contribution / active EE | $7,443 | $11,083-32.8% | $29,966-75.2% | $13,095-43.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |