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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,270 |
KINGS PATH PARTNERS LLC3 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $16,180 |
LOREN D. STARK COMPANY6 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $7,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,644 | $84,487-51.9% | $125,339-67.6% | $66,914-39.3% |
| Participation rate | 67.8% | 76.4%-8.7pp | 82.4%-14.6pp | 69.8%-2.0pp |
| Annual return | -17.74% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,739 | $3,553-51.1% | $4,814-63.9% | $2,544-31.7% |
| Participant deferral / active EE | $3,344 | $6,781-50.7% | $7,446-55.1% | $4,237-21.1% |
| Admin fee / account holder | $171 | $685-75.0% | $10,010-98.3% | $593-71.1% |