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| Provider | Service type | Compensation |
|---|---|---|
VULCAN VALUE PARTNERS1+ years Filed as: VULCAN VALUE PARTNERS, LLC Service code 28 · EIN 39-2051712 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $54,918 |
Filed as: MONROE VOS CONSULTING GROUP INC Service code 28 · EIN 76-0451829 1001 MCKINNEY, SUITE 1200 · HOUSTON, TX 77002 | Investment Management | $33,940 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 13 · EIN 94-1347393 1000 LOUISIANA, SUITE 630 · HOUSTON, TX 77002 | Contract Administrator | $30,123 |
GARCIA HAMILTON & ASSOCIATES1+ years Filed as: GARCIA HAMILTON AND ASSOCIATES Service code 28 1401 MCKINNEY ST 1600 · HOUSTON, TX 77010 | Investment Management | $26,417 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $115,939-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 5.32% | 15.23%-9.9pp | 3.97%+1.3pp | - |
| Employer contribution / active EE | $15,152 | $39,272-61.4% | $28,168-46.2% | - |
| Participant deferral / active EE | $0 | $0 | $274-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $12,837-100.0% | - |