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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGE TRUST Service code 28 82 DEVONSHIRE, ST G 1D · BOSTON, MA 02109 | Investment Management | $61,331 |
HGK8+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $60,201 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $45,000 |
BENEFIT RESOURCES, INC.7 years Service code 15 · EIN 74-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Recordkeeping | $31,614 |
TAMMY GRAVES8+ years Service code 14 1430 SPINDLETOP · BEAUMONT, TX 77705 | Plan Administrator | $26,539 |
EDWARDS AND LEATHERS, P.C.8+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $19,486 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 ONE PACES WEST 2727 PACES FERRY · ATLANTA, GA 30339 | Actuarial | $3,650 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.80% | -8.26%-4.5pp | -5.84%-7.0pp | 2.77%-15.6pp |
| Employer contribution / active EE | $5,971 | $12,543-52.4% | $31,839-81.2% | $15,262-60.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |