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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 26-4310632 1400 CIVIC PLACE 200 · SOUTHLAKE, TX 76092 | Investment Management | $124,215 |
AMERIBEN3+ years Service code 13 · EIN 82-0497661 520 CENTRAL PKWY., E. STE. 311 · PLANO, TX 75074 | Contract Administrator | $108,216 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 7900 N. SAM HOUSTON PKWY 110 · HOUSTON, TX 77064 | Actuarial | $43,291 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $32,392 |
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $28,400 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 7.31% | 4.25%+3.1pp | -752.26%+759.6pp | 0.19%+7.1pp |
| Employer contribution / active EE | $9,717 | $11,906-18.4% | $31,802-69.4% | $13,763-29.4% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |