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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.2+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 22077 S. GESSNER RD, SUITE 115 · HOUSTON, TX 77063 | Contract Administrator | $83,580 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $78,899 |
CONNER & WINTERS2+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $41,094 |
HARPER & PEARSON COMPANY, P.C.2+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $25,500 |
Service code 20 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Trustee (individual) | $15,766 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 7.16% | 10.58%-3.4pp | 14.41%-7.2pp | 13.95%-6.8pp |
| Employer contribution / active EE | $4,977 | $37,352-86.7% | $45,283-89.0% | $16,598-70.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |