| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $96,153 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 200 CRESCENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $76,319 |
AMERIBEN2 years Service code 13 PO BOX 86007 · PLANO, TX 75086 | Contract Administrator | $68,400 |
CONNER & WINTERS3+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST · HOUSTON, TX 77002 | Legal | $22,726 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,328 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,721 | $221,442-87.0% | $92,240-68.9% | $77,958-63.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 13.54% | 15.65%-2.1pp | 176.29%-162.8pp | 20.87%-7.3pp |
| Employer contribution / active EE | $1,122 | $3,226-65.2% | $3,680-69.5% | $2,310-51.4% |
| Participant deferral / active EE | $150 | $2,779-94.6% | $3,897-96.2% | $3,537-95.8% |
| Admin fee / account holder | $101 | $210-51.7% | $5,194-98.0% | $97+4.1% |