| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 200 CRESENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $84,902 |
AMERIBEN3 years Service code 13 P.O. BOX 86007 · PLANO, TX 75086 | Contract Administrator | $68,400 |
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRATON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $57,175 |
CONNER & WINTERS4+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST · HOUSTON, TX 77002 | Legal | $34,698 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 P.O. BOX 860 · BAYTOWN, TX 77522 | Accounting | $13,352 |
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 | $26,436 | $60,396-56.2% | $83,831-68.5% | $75,289-64.9% |
| Participation rate | 99.6% | 80.7%+18.9pp | 76.1%+23.5pp | 72.4%+27.2pp |
| Annual return | -3.86% | 3.84%-7.7pp | 850.99%-854.8pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,281 | $3,343-61.7% | $3,631-64.7% | $2,405-46.7% |
| Participant deferral / active EE | $161 | $2,922-94.5% | $4,082-96.1% | $3,739-95.7% |
| Admin fee / account holder | $94 | $141-33.1% | $5,479-98.3% | $102-7.7% |