| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL Service code 14 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCANTON, PA 18507 | Plan Administrator | $80,218 |
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 13 · EIN 75-2915587 PO BOX 860007 · PLANO, TX 75086 | Contract Administrator | $68,400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $66,480 |
CONNER & WINTERS1+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST SUITE 500 · HOUSTON, TX 77002 | Legal | $33,735 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 606 ROLLINGBROOK, SUITE 1J · BAYTOWN, TX 77522 | Accounting | $10,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,283 | $55,516-52.7% | $75,784-65.3% | $59,188-55.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.48% | -1.89%+2.4pp | 9.68%-9.2pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,121 | $2,604-57.0% | $3,323-66.3% | $2,098-46.6% |
| Participant deferral / active EE | $143 | $2,599-94.5% | $3,652-96.1% | $3,265-95.6% |
| Admin fee / account holder | $102 | $110-7.1% | $5,300-98.1% | $92+10.8% |