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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PHILLIP C. MAY Service code 10 BOX 59627 · DALLAS, TX 75229 | Accounting | $15,200 |
CHRISTOPHER C. HALTOM2 years Service code 29 · EIN 44-9474190 12770 COIT ROAD SUITE 1226 · DALLAS, TX 75251 | Legal | $6,344 |
LOREN D. STARK COMPANY3 years Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77079 | Contract Administrator | $6,150 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $97,732-100.0% | $83,831-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 80.0%-80.0pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | 0.00% | 1287.56%-1287.6pp | 850.99%-851.0pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |