Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO Service code 28 711 LOUISIANA ST STE 1500 · HOUSTON, TX 77002 | Investment Management | $37,940 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY WEST · HOUSTON, TX 77064 | Actuarial | $34,823 |
MARY DELANEY CERETTO1+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $24,586 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 15 PO BOX 860007 · PLANO, TX 77705 | Recordkeeping | $20,374 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE STE 400 · METAIRE, LA 70002 | Legal | $16,152 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 606 ROLLINGBROOK, SUITE 1J · BAYTOWN, TX 77522 | Accounting | $12,623 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -0.75% | -1.83%+1.1pp | -1.61%+0.9pp | 2.81%-3.6pp |
| Employer contribution / active EE | $3,074 | $9,208-66.6% | $30,840-90.0% | $16,358-81.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |