| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $86,093 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 200 CRESCENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $71,686 |
AMERIBEN1 year Service code 13 PO BOX 86007 · PLANO, TX 75086 | Contract Administrator | $68,400 |
CONNER & WINTERS2+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST · HOUSTON, TX 77002 | Legal | $12,222 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · 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 | $26,851 | $54,392-50.6% | $84,753-68.3% | $63,975-58.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 6.63% | 611.38%-604.7pp | 22.78%-16.2pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,048 | $2,943-64.4% | $3,574-70.7% | $2,182-52.0% |
| Participant deferral / active EE | $138 | $2,593-94.7% | $3,712-96.3% | $3,356-95.9% |
| Admin fee / account holder | $99 | $136-26.8% | $5,333-98.1% | $70+41.2% |