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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.4+ 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, LLC4+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $67,816 |
HARPER & PEARSON COMPANY, P.C.4+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $31,250 |
CONNER & WINTERS4+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $23,151 |
MORGAN STANLEY SMITH BARNEY3 years Service code 20 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Trustee (individual) | $8,621 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 1.66% | 22.30%-20.6pp | 13.48%-11.8pp | 13.59%-11.9pp |
| Employer contribution / active EE | $4,842 | $18,386-73.7% | $47,067-89.7% | $14,592-66.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |