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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGE TRUST Service code 28 82 DEVONSHIRE, ST · BOSTON, MA 02109 | Investment Management | $68,835 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $41,167 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY WEST · HOUSTON, TX 77064 | Actuarial | $36,378 |
TAMMY GRAVES2+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $32,035 |
BENEFIT RESOURCES, INC.1 year Service code 15 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $29,112 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 4500 MARIN ST · BAYTOWN, TX 77521 | Accounting | $15,647 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $0 |
HGK2+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 · JERSEY CITY, NJ 07310 | 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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 9.23% | 3.49%+5.7pp | 4.16%+5.1pp | 7.18%+2.1pp |
| Employer contribution / active EE | $5,618 | $11,083-49.3% | $29,966-81.3% | $13,095-57.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |