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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 | $106,763 |
HGK6+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $50,634 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 ONE PACES WEST 2727 · ATLANTA, GA 30339 | Actuarial | $49,840 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $45,000 |
TAMMY GRAVES6+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $34,975 |
BENEFIT RESOURCES, INC.5 years Service code 15 · EIN 74-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Recordkeeping | $23,725 |
EDWARDS AND LEATHERS, P.C.6+ years Service code 10 · EIN 20-8739519 4500 MAIN ST., STE C · BAYTOWN, TX 77521 | Accounting | $18,423 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 13.40% | 6.41%+7.0pp | 8.01%+5.4pp | 11.45%+1.9pp |
| Employer contribution / active EE | $5,054 | $11,592-56.4% | $29,475-82.9% | $17,219-70.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |