| Provider | Service type | Compensation |
|---|---|---|
Service code 13 6121 INDIAN SCHOOL RD NE STE. 123 · ALBUQUERQUE, NM 87110 | Contract Administrator | $110,945 |
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $75,000 |
CONNER & WINTERS6 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 20-5176788 1001 MCKINNEY ST. SUITE 500 · HOUSTON, TX 77002 | Legal | $33,939 |
Filed as: EDWARDS AND LEATHERS Service code 10 · EIN 20-8739519 4500 N. MAIN ST. SUITE C · BAYTOWN, TX 77521 | Accounting | $10,000 |
LETTERSTREAM1 year Service code 99 | Other Fees | $6,050 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,556 | $241,850-87.8% | $102,437-71.1% | $200,096-85.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 14.67% | 17.67%-3.0pp | 24.95%-10.3pp | 34.26%-19.6pp |
| Employer contribution / active EE | $1,698 | $4,253-60.1% | $3,871-56.1% | $3,038-44.1% |
| Participant deferral / active EE | $195 | $3,961-95.1% | $5,060-96.1% | $5,090-96.2% |
| Admin fee / account holder | $190 | $288-34.0% | $8,388-97.7% | $269-29.4% |