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| Provider | Service type | Compensation |
|---|---|---|
DULANEY & COMPANY, INC.10+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE SUITE 310 · MIAMI, FL 33176 | Actuarial | $183,600 |
BENEFIT RESOURCES, INC.2 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $82,737 |
BAIRD FUNDS2 years Filed as: ROBERT HARRELL INCORPORATED Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS · AUSTIN, TX 78731 | Pension Consulting | $76,795 |
BAAB & DENISON, LLP10+ years Service code 29 · EIN 75-2617281 6301 GASTON AVE SUITE 550 · DALLAS, TX 75214 | Legal | $41,000 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $24,670 |
ALBERT LEVY, P.C.10+ years Service code 29 · EIN 75-2653991 2771 N. STEMMONS FREEWAY, · DALLAS, TX 75207 | Legal | $24,000 |
C.S. MCKEE, L.P.10+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $16,966 |
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Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 9.27% | 8.17%+1.1pp | 9.14%+0.1pp | 7.65%+1.6pp |
| Employer contribution / active EE | $8,992 | $16,702-46.2% | $40,523-77.8% | $20,582-56.3% |
| Participant deferral / active EE | $3,854 | $776+396.4% | $42+9148.0% | $1,172+228.7% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |