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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.8+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,581 |
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $83,581 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $67,365 |
HARPER & PEARSON COMPANY, P.C.8+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $34,500 |
CONNER & WINTERS8+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $13,456 |
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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 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | -8.39% | 10.02%-18.4pp | 35.15%-43.5pp | 9.89%-18.3pp |
| Employer contribution / active EE | $4,844 | $18,708-74.1% | $46,386-89.6% | $14,313-66.2% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |