| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $291,621 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 200 CRESENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $85,182 |
Service code 13 2300 BOUEVA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $65,595 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST · HOUSTON, TX 77002 | Legal | $39,404 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,584 |
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 | $29,087 | $66,051-56.0% | $92,916-68.7% | $77,775-62.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.15% | 20.69%-3.5pp | 109.45%-92.3pp | 32.58%-15.4pp |
| Employer contribution / active EE | $1,148 | $3,426-66.5% | $3,654-68.6% | $2,504-54.2% |
| Participant deferral / active EE | $107 | $3,013-96.5% | $4,238-97.5% | $3,966-97.3% |
| Admin fee / account holder | $223 | $148+51.2% | $5,796-96.1% | $100+123.3% |