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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 2425 N. CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Contract Administrator | $100,553 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
INDURE FUND6+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINGTON DC, DC 20001 | Investment Management | $22,622 |
EDWARDS AND LEATHERS, P.C.6+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,020 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN INVESTMENT MGMT Service code 28 PO BOX 219265 · KANSAS CITY, MO 64121 | Investment Management | $13,843 |
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.
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 | $36,603 | $110,699-66.9% | $177,840-79.4% | $90,274-59.5% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 8.47% | 22.79%-14.3pp | 48.32%-39.9pp | 53.97%-45.5pp |
| Employer contribution / active EE | $1,393 | $4,118-66.2% | $5,919-76.5% | $2,523-44.8% |
| Participant deferral / active EE | $44 | $6,731-99.4% | $7,714-99.4% | $4,231-99.0% |
| Admin fee / account holder | $72 | $90-20.4% | $12,431-99.4% | $114-37.2% |