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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,350 |
KINGS PATH PARTNERS LLC2 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $18,266 |
LOREN D. STARK COMPANY5 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,490 |
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.
Annual investment return 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 | $45,223 | $104,336-56.7% | $159,487-71.6% | $86,821-47.9% |
| Participation rate | 63.1% | 77.7%-14.6pp | 82.8%-19.8pp | 72.3%-9.2pp |
| Annual return | 13.34% | 26.32%-13.0pp | 263.71%-250.4pp | 97.94%-84.6pp |
| Employer contribution / active EE | $1,460 | $3,451-57.7% | $4,831-69.8% | $2,406-39.3% |
| Participant deferral / active EE | $2,854 | $6,837-58.3% | $7,354-61.2% | $4,132-30.9% |
| Admin fee / account holder | $174 | $172+1.3% | $10,804-98.4% | $170+2.8% |