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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.5+ 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, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $52,472 |
HARPER & PEARSON COMPANY, P.C.5+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $29,750 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $22,545 |
MORGAN STANLEY SMITH BARNEY4 years Service code 20 · EIN 26-4310632 1400 CIVIC PLACE, SUITE 200 · SOUTHLAKE, TX 76092 | Trustee (individual) | $8,355 |
CONNER & WINTERS5+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $7,685 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | -9.46% | 9.18%-18.6pp | 380.66%-390.1pp | 9.29%-18.7pp |
| Employer contribution / active EE | $5,102 | $20,046-74.5% | $45,083-88.7% | $15,168-66.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |