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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGE TRUST Service code 28 82 DEVONSHIRE, ST., G1D · BOSTON, MA 02109 | Investment Management | $62,774 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY WEST · HOUSTON, TX 77064 | Actuarial | $34,187 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $32,000 |
TAMMY GRAVES1+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $31,259 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 15 PO BOX 860007 · PLANO, TX 75086 | Recordkeeping | $24,750 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 606 ROLLINGBROOK · BAYTOWN, TX 77522 | Accounting | $14,793 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $0 |
HGK1+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 · EIN 42-0127290 801 GRAND AVE · DES MOINES, IA 50392 | Investment Management | $0 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 1.37% | 0.68%+0.7pp | -1.61%+3.0pp | -0.60%+2.0pp |
| Employer contribution / active EE | $5,591 | $10,568-47.1% | $30,840-81.9% | $12,272-54.4% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |