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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT CT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $122,687 |
Service code 13 · EIN 86-0785790 2425 N. CENTRAL EXPRESSWAY 120 · RICHMOND, TX 75080 | Contract Administrator | $104,087 |
Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $46,967 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PARKWAY 560 · ATLANTA, GA 30338 | Actuarial | $41,666 |
CONNER & WINTERS7 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STEET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $27,116 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.33% | 7.15%+4.2pp | 20.18%-8.8pp | 37.74%-26.4pp |
| Employer contribution / active EE | $7,245 | $13,270-45.4% | $29,108-75.1% | $15,788-54.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |