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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 26-4310632 1400 CIVIC PLACE 200 · SOUTHLAKE, TX 76092 | Investment Management | $139,285 |
AMERIBEN4+ years Service code 13 · EIN 82-0497661 520 CENTRAL PKWY., E. STE. 311 · PLANO, TX 75074 | Contract Administrator | $87,218 |
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $66,650 |
CONNER & WINTERS3 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $44,225 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 7900 N. SAM HOUSTON PKWY 110 · HOUSTON, TX 77064 | Actuarial | $39,080 |
Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHMOND, TX 75080 | Contract Administrator | $6,390 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 4.56% | 10.27%-5.7pp | 10.56%-6.0pp | 53.27%-48.7pp |
| Employer contribution / active EE | $10,916 | $12,273-11.1% | $30,197-63.9% | $14,774-26.1% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |