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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 | $75,904 |
HGK4+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $50,154 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCH ADVISORS Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $45,000 |
TAMMY GRAVES4+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $33,174 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $26,577 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 4500 MAIN ST · BAYTOWN, TX 77521 | Accounting | $22,460 |
BENEFIT RESOURCES, INC.3 years Service code 15 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $21,629 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.48% | 4.25%-7.7pp | -752.26%+748.8pp | 0.19%-3.7pp |
| Employer contribution / active EE | $5,766 | $11,906-51.6% | $31,802-81.9% | $13,763-58.1% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |