| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT SERVICES Service code 21 · EIN 06-1050034 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Bank Trustee | $153,774 |
Service code 13 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $87,447 |
RBC WEALTH MANAGEMENT4 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT · DALLAS, TX 75201 | Advisory (Plan) | $75,000 |
CONNER & WINTERS5 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST. · HOUSTON, TX 77002 | Legal | $28,992 |
EDWARDS AND LEATHERS, P.C.9+ years Service code 10 · EIN 20-8739519 4500 N. MAIN ST. · BAYTOWN, TX 77521 | Accounting | $12,500 |
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 | $29,473 | $88,479-66.7% | $96,543-69.5% | $80,187-63.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.72% | 22.53%-5.8pp | 35.75%-19.0pp | 40.40%-23.7pp |
| Employer contribution / active EE | $1,427 | $4,177-65.8% | $3,741-61.9% | $2,980-52.1% |
| Participant deferral / active EE | $266 | $3,961-93.3% | $4,880-94.6% | $5,016-94.7% |
| Admin fee / account holder | $192 | $211-9.3% | $6,737-97.2% | $145+32.3% |