Filed November 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $161,092 |
HIGGINBOTHAM INSURANCE AGENCY1+ years Filed as: HIGGINBOTHAM INSURANCE AGENCY INC. Service code 17 11700 KATY FREEWAY · HOUSTON, TX 77079 | Pension Consulting | $100,356 |
MELTON & MELTON LLP1+ years Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $9,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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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 | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -2.23% | -0.43%-1.8pp | -3.43%+1.2pp | -0.60%-1.6pp |
| Employer contribution / active EE | $6,467 | $10,132-36.2% | $25,607-74.7% | $12,272-47.3% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |