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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 22077 S. GESSNER RD, SUITE 115 · HOUSTON, TX 77063 | Contract Administrator | $83,581 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $58,558 |
HARPER & PEARSON COMPANY, P.C.3+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $35,250 |
MORGAN STANLEY SMITH BARNEY2 years Service code 20 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Trustee (individual) | $19,154 |
CONNER & WINTERS3+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $14,588 |
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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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | 5.71% | -4.17%+9.9pp | -61.72%+67.4pp | 10.56%-4.9pp |
| Employer contribution / active EE | $5,201 | $16,396-68.3% | $47,703-89.1% | $13,643-61.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |