| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICE Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $174,931 |
Service code 13 2300 BOUEVA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Contract Administrator | $84,836 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT, SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $75,000 |
CONNER & WINTERS4 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST · HOUSTON, TX 77002 | Legal | $17,141 |
EDWARDS AND LEATHERS, P.C.8+ 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 | $25,532 | $76,774-66.7% | $112,270-77.3% | $77,906-67.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -12.79% | -10.25%-2.5pp | 27.49%-40.3pp | 12.16%-24.9pp |
| Employer contribution / active EE | $1,286 | $3,977-67.7% | $3,635-64.6% | $2,846-54.8% |
| Participant deferral / active EE | $254 | $3,778-93.3% | $4,729-94.6% | $4,805-94.7% |
| Admin fee / account holder | $193 | $239-19.1% | $6,411-97.0% | $133+45.8% |