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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN1 year Service code 13 · EIN 82-0497661 PO BOX 8600007 · PLANO, TX 75086 | Contract Administrator | $107,100 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
INDURE FUND2+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $51,914 |
EDWARDS AND LEATHERS, P.C.2+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $15,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,354-100.0% | $133,975-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.1%-87.1pp | 71.1%-71.1pp |
| Annual return | 6.40% | 13.11%-6.7pp | 29.29%-22.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,240 | $3,503-64.6% | $5,211-76.2% | $2,182-43.2% |
| Participant deferral / active EE | $36 | $5,239-99.3% | $6,282-99.4% | $3,356-98.9% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |