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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,414 |
KINGS PATH PARTNERS LLC1 year Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $7,483 |
LOREN D. STARK COMPANY4 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,780 |
Service code 10 | Accounting | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,264 | $100,801-60.1% | $149,745-73.1% | $73,412-45.2% |
| Participation rate | 55.8% | 77.7%-21.9pp | 82.5%-26.7pp | 72.2%-16.4pp |
| Annual return | 14.30% | 265.34%-251.0pp | 276.72%-262.4pp | 59.30%-45.0pp |
| Employer contribution / active EE | $1,395 | $3,312-57.9% | $4,646-70.0% | $2,234-37.6% |
| Participant deferral / active EE | $2,540 | $6,404-60.3% | $6,843-62.9% | $3,806-33.3% |
| Admin fee / account holder | $124 | $181-31.6% | $9,312-98.7% | $158-21.6% |