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| Provider | Service type | Compensation |
|---|---|---|
INDURE FUND8+ years Filed as: INDURE Service code 28 900 7TH STREET NW · WASHINGTON DC, DC 20001 | Investment Management | $76,783 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $57,750 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCED INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $53,982 |
Service code 13 2525 N. CENTRAL EXPRESSWAY · RICHARDSON, TX 75080 | Contract Administrator | $43,800 |
EDWARDS AND LEATHERS, P.C.8+ 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.
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 | $33,094 | $95,918-65.5% | $151,639-78.2% | $77,906-57.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -3.15% | -5.50%+2.4pp | 3.34%-6.5pp | 12.16%-15.3pp |
| Employer contribution / active EE | $4,015 | $4,330-7.3% | $6,165-34.9% | $2,846+41.0% |
| Participant deferral / active EE | $147 | $7,508-98.0% | $8,363-98.2% | $4,805-96.9% |
| Admin fee / account holder | $81 | $93-13.4% | $11,613-99.3% | $133-39.1% |