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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY1 year Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 770993516 | Contract Administrator | $2,760 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT CO., INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,781 | $155,795-82.8% | $136,298-80.4% | $69,631-61.5% |
| Participation rate | 51.0% | 75.2%-24.2pp | 81.9%-30.9pp | 70.7%-19.7pp |
| Annual return | 18.88% | 232464.33%-232445.5pp | 5156.27%-5137.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,184 | $2,991-60.4% | $4,696-74.8% | $2,032-41.7% |
| Participant deferral / active EE | $2,258 | $5,394-58.1% | $6,247-63.8% | $3,224-29.9% |
| Admin fee / account holder | $9 | $128-93.2% | $9,244-99.9% | $110-92.1% |