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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO Service code 28 711 LOUISIANA ST · HOUSTON, TX 77002 | Investment Management | $43,652 |
MARY DELANEY CERETTO4+ years Filed as: MARY BUSTAMONTE Service code 14 2509 FM 2004 · TEXAS CITY, TX 77591 | Plan Administrator | $37,960 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 7900 NORTH SAM HOUSTON PARKWAY · HOUSTON, TX 77064 | Actuarial | $33,239 |
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCE, INC. Service code 15 · EIN 76-0560942 8411 GULF FREEWAY · HOUSTON, TX 77017 | Recordkeeping | $24,339 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $10,847 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $8,474 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -6.99% | 1.05%-8.0pp | -752.26%+745.3pp | -0.69%-6.3pp |
| Employer contribution / active EE | $3,993 | $11,363-64.9% | $31,802-87.4% | $16,786-76.2% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |