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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 | $54,220 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $52,500 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $44,689 |
TAMMY GRAVES3+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $32,345 |
BENEFIT RESOURCES, INC.2 years Service code 15 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $22,758 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 4500 MAIN ST · BAYTOWN, TX 77521 | Accounting | $19,199 |
HGK3+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 15.05% | 11.78%+3.3pp | 8.32%+6.7pp | 23.90%-8.8pp |
| Employer contribution / active EE | $5,925 | $11,309-47.6% | $30,793-80.8% | $16,539-64.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |