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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT CT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $118,533 |
Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHMOND, TX 75080 | Contract Administrator | $97,112 |
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $48,333 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY 560 · ATLANTA, GA 30338 | Actuarial | $43,603 |
CONNER & WINTERS6 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $37,935 |
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Annual investment return 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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -14.93% | -8.26%-6.7pp | -5.85%-9.1pp | 2.77%-17.7pp |
| Employer contribution / active EE | $7,224 | $12,543-42.4% | $31,839-77.3% | $15,262-52.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |