| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $218,573 |
RBC WEALTH MANAGEMENT2 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT, SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $75,000 |
Service code 13 2300 BOUEVA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $73,390 |
EDWARDS AND LEATHERS, P.C.7+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $13,225 |
CONNER & WINTERS3 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST SUITE 500 · HOUSTON, TX 77002 | Legal | $11,320 |
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 | $29,919 | $88,770-66.3% | $109,191-72.6% | $93,010-67.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.44% | 60.64%-48.2pp | 25.76%-13.3pp | 158.70%-146.3pp |
| Employer contribution / active EE | $1,422 | $3,780-62.4% | $3,723-61.8% | $2,705-47.4% |
| Participant deferral / active EE | $287 | $3,630-92.1% | $4,653-93.8% | $4,561-93.7% |
| Admin fee / account holder | $192 | $172+11.5% | $6,756-97.2% | $152+26.7% |