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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $44,112 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO Service code 28 711 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $39,285 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCE, INC. Service code 15 8441 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $29,500 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $25,553 |
MARY DELANEY CERETTO2+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $24,996 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $14,040 |
AMERIBEN1 year Service code 15 PO BOX 8600007 · PLANO, TX 77705 | Recordkeeping | $12,875 |
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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 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 5.24% | 2.79%+2.4pp | 4.16%+1.1pp | 11.88%-6.6pp |
| Employer contribution / active EE | $3,689 | $10,530-65.0% | $29,966-87.7% | $14,612-74.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |