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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN2 years Service code 13 · EIN 82-0497661 PO BOX 800007 · PLANO, TX 75086 | Contract Administrator | $107,100 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
INDURE FUND3+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINTON, DC 20001 | Investment Management | $53,777 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,187 |
Filed as: JP MORGAN Service code 28 PO BOX 219265 · KANSAS CITY, MO 64121 | Investment Management | $7,635 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 28 801 GRAND AVE · DES MOINES, IA 50392 | Investment Management | $0 |
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 | $21,075 | $96,400-78.1% | $149,721-85.9% | $177,276-88.1% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 10.44% | 19.02%-8.6pp | 1501.67%-1491.2pp | 21.25%-10.8pp |
| Employer contribution / active EE | $1,027 | $3,680-72.1% | $5,444-81.1% | $2,479-58.6% |
| Participant deferral / active EE | $23 | $5,510-99.6% | $6,568-99.6% | $3,881-99.4% |
| Admin fee / account holder | $55 | $69-20.7% | $11,282-99.5% | $154-64.3% |