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| Provider | Service type | Compensation |
|---|---|---|
DULANEY & COMPANY, INC.8+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE SUITE 310 · MIAMI, FL 33176 | Actuarial | $183,600 |
BENEFIT RESOURCES, INC.8+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $86,952 |
ROBERT HARRELL INC.1 year Filed as: ROBERT HARRELL, INC. Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS · AUSTIN, TX 78731 | Pension Consulting | $66,921 |
ALBERT LEVY, P.C.8+ years Service code 25 · EIN 75-2653991 2771 N. STEMMONS FREEWAY · DALLAS, TX 75207 | Directed Trustee | $36,000 |
BAAB & DENISON, LLP8+ years Service code 29 · EIN 75-2617281 6301 GASTON AVE SUITE 550 · DALLAS, TX 75214 | Legal | $36,000 |
EDWARDS AND LEATHERS, P.C.8+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $27,760 |
C.S. MCKEE, L.P.8+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $11,499 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | - |
| Annual return | -15.33% | 55.68%-71.0pp | -3.21%-12.1pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $46,051-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $46,258-100.0% | - |