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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY2 years Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77079 | Contract Administrator | $8,400 |
CHRISTOPHER C. HALTOM1 year Service code 29 · EIN 44-9474190 12770 COIT ROAD SUITE 1226 · DALLAS, TX 75251 | Legal | $6,877 |
ACKER & COMPANY2 years Service code 10 · EIN 26-3053898 P O BOX 9789 · TYLER, TX 75711 | Accounting | $3,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
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 | $53,250 | $58,726-9.3% | $92,240-42.3% | $62,293-14.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.98% | 43.62%-25.6pp | 176.29%-158.3pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $156 | $556-71.9% | $5,194-97.0% | $479-67.4% |