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| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $79,942 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCES Service code 16 8441 GULF FREEWAY · HOUSTON, TX 77017 | Consulting | $65,274 |
Service code 11 · EIN 94-1503999 | Actuarial | $52,933 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $43,446 |
CONNER & WINTERS10+ years Filed as: CONNOR & WINTERS Service code 29 · EIN 73-1388566 | Legal | $39,904 |
DEBBIE MITCHELL5 years Filed as: DEBBIE FOISY Service code 13 9920 WHITE SETTLEMENT ROAD · FORT WORTH, TX 76108 | Contract Administrator | $22,360 |
INVESCO3 years Service code 72 · EIN 76-0352823 | Other investment fees and expenses | $15,084 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.81% | 8.65%+2.2pp | 9.03%+1.8pp | 10.20%+0.6pp |
| Employer contribution / active EE | $7,377 | $14,388-48.7% | $26,284-71.9% | $15,145-51.3% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |