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| Provider | Service type | Compensation |
|---|---|---|
DULANEY & COMPANY, INC.2+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE · MIAMI, FL 33176 | Actuarial | $168,300 |
BENEFIT RESOURCES, INC.2+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $83,820 |
ROBERT HARRELL INC.2+ years Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS HWY BLDG · AUSTIN, TX 78731 | Pension Consulting | $53,836 |
MARKSTON INTERNATIONAL, LLC2+ years Service code 28 · EIN 13-4053806 50 MAIN STREET · WHITE PLAINS, NY 10606 | Investment Management | $42,061 |
ALBERT LEVY, P.C.2+ years Service code 29 · EIN 75-2653991 2777 N. STEMMONS FREEWAY · DALLAS, TX 75207 | Legal | $38,387 |
BAAB & DENISON, LLP2+ years Service code 29 · EIN 75-2617281 6301 GASTON AVE · DALLAS, TX 75214 | Legal | $38,155 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $28,170 |
C.S. MCKEE, L.P.2+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $19,482 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 6.26% | 5.80%+0.5pp | 4.74%+1.5pp | 11.88%-5.6pp |
| Employer contribution / active EE | $8,267 | $15,506-46.7% | $36,089-77.1% | $14,612-43.4% |
| Participant deferral / active EE | $3,568 | $206+1632.2% | $59+5985.6% | $518+588.3% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |