| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $309,126 |
Service code 13 2300 BOUEVA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $65,769 |
RBC WEALTH MANAGEMENT1 year Service code 27 · EIN 41-1416330 100 CRESCENT COURT, SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $51,639 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST SUITE 500 · HOUSTON, TX 77002 | Legal | $18,210 |
EDWARDS AND LEATHERS, P.C.6+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,037 | $81,719-62.0% | $101,275-69.4% | $90,274-65.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 12.71% | 337.64%-324.9pp | 46.46%-33.8pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,449 | $3,622-60.0% | $3,660-60.4% | $2,523-42.6% |
| Participant deferral / active EE | $254 | $3,310-92.3% | $4,370-94.2% | $4,231-94.0% |
| Admin fee / account holder | $188 | $162+15.9% | $5,948-96.8% | $114+64.5% |