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| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY2 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 770993516 | Contract Administrator | $3,300 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MGMT CO., INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $2,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,357 | $75,388-65.0% | $123,553-78.7% | $55,725-52.7% |
| Participation rate | 54.3% | 75.7%-21.4pp | 82.3%-28.0pp | 70.9%-16.6pp |
| Annual return | -5.46% | 4.48%-9.9pp | 119.21%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,268 | $3,063-58.6% | $4,628-72.6% | $2,078-39.0% |
| Participant deferral / active EE | $2,348 | $5,651-58.4% | $6,426-63.5% | $3,356-30.0% |
| Admin fee / account holder | $43 | $120-63.9% | $9,284-99.5% | $115-62.4% |