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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN3 years Service code 13 · EIN 82-0497661 PO BOX 800007 · PLANO, TX 75086 | Contract Administrator | $107,373 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
INDURE FUND4+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINGTON DC, DC 20001 | Investment Management | $43,206 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 P.O. BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,331 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $20,348 | $104,281-80.5% | $140,019-85.5% | $68,904-70.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -1.19% | -1.33%+0.1pp | 651.15%-652.3pp | 1.07%-2.3pp |
| Employer contribution / active EE | $1,241 | $4,070-69.5% | $5,605-77.9% | $2,540-51.2% |
| Participant deferral / active EE | $36 | $6,129-99.4% | $6,927-99.5% | $4,015-99.1% |
| Admin fee / account holder | $55 | $79-30.0% | $10,705-99.5% | $71-22.7% |