Filed November 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $123,494 |
MBG RETIREMENT1 year Service code 17 · EIN 76-0392127 | Pension Consulting | $114,551 |
MELTON & MELTON LLP3+ years Service code 10 6002 ROGERDALE · HOUSTON, TX 77072 | Accounting | $9,500 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 12.98% | 79.68%-66.7pp | 16.78%-3.8pp | 23.90%-10.9pp |
| Employer contribution / active EE | $8,727 | $21,735-59.8% | $26,328-66.9% | $16,539-47.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |