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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.10+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,581 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $60,625 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $38,086 |
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $23,000 |
CONNER & WINTERS10+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $10,383 |
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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 | $24,265-100.0% | $600,318-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 42.6%-42.6pp | 10.4%-10.4pp |
| Annual return | 4.67% | 9.31%-4.6pp | 4.07%+0.6pp | 9.31%-4.6pp |
| Employer contribution / active EE | $4,999 | $13,179-62.1% | $37,644-86.7% | $13,179-62.1% |
| Participant deferral / active EE | $0 | $193-100.0% | $54-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $54,828-100.0% | $4,785-100.0% |