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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.9+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,581 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $75,127 |
HARPER & PEARSON COMPANY, P.C.9+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $37,000 |
RBC WEALTH MANAGEMENT5 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $34,619 |
CONNER & WINTERS9+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $8,433 |
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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 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.6%-57.6pp | 11.0%-11.0pp |
| Annual return | 13.74% | 7.78%+6.0pp | 8.05%+5.7pp | 8.21%+5.5pp |
| Employer contribution / active EE | $4,718 | $18,534-74.5% | $42,683-88.9% | $13,843-65.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |