Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE RETIREMENT SOLUTIONS Service code 17 1717 W LOOP SOUTH · HOUSTON, TX 77027 | Pension Consulting | $31,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,391 |
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 | $230,319 | $65,322+252.6% | $70,494+226.7% | $73,497+213.4% |
| Participation rate | 93.6% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 15.23% | 15.71%-0.5pp | 109.16%-93.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $5,154 | $2,460+109.5% | $2,738+88.2% | $2,270+127.0% |
| Participant deferral / active EE | $6,853 | $3,375+103.1% | $3,711+84.7% | $3,740+83.2% |
| Admin fee / account holder | $148 | $214-31.0% | $3,848-96.2% | $513-71.2% |