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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
Filed as: SOUTHWEST SERVICE ADMIN, INC. Service code 13 2425 N CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Contract Administrator | $56,000 |
AMERIBEN4 years Service code 13 · EIN 82-0497661 PO BOX 8000007 · PLANO, TX 75086 | Contract Administrator | $43,878 |
INDURE FUND5+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINGTON DC, DC 20001 | Investment Management | $29,827 |
EDWARDS AND LEATHERS, P.C.5+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,400 |
Filed as: JP MORGAN INVESTMENT MGMT Service code 28 PO BOX 219265 · KANSAS CITY, MO 64121 | Investment Management | $8,186 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $511,364-100.0% | $162,177-100.0% | - |
| Participation rate | 0.0% | 87.5%-87.5pp | 87.6%-87.6pp | - |
| Annual return | 14.35% | 18.01%-3.7pp | 115.60%-101.3pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $5,613-100.0% | - |
| Participant deferral / active EE | $0 | $5,219-100.0% | $7,297-100.0% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |