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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT RESOURCES, INC.2 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $107,964 |
INDURE FUND10+ years Filed as: INDURE Service code 28 900 7TH STREET · WASHINGTON, DC 20001 | Investment Management | $66,184 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $16,017 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $36,903 | $122,585-69.9% | $184,256-80.0% | $200,096-81.6% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 9.80% | 144.12%-134.3pp | 28.85%-19.0pp | 34.26%-24.5pp |
| Employer contribution / active EE | $6,264 | $4,571+37.0% | $6,427-2.5% | $3,038+106.2% |
| Participant deferral / active EE | $117 | $7,972-98.5% | $9,133-98.7% | $5,090-97.7% |
| Admin fee / account holder | $146 | $120+21.8% | $13,899-98.9% | $269-45.7% |