Filed August 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,013 |
ENTERPRISE BANK & TRUST2 years Filed as: ENTERPRISE RETIREMENT SOLUTIONS Service code 17 1717 W LOOP SOUTH · HOUSTON, TX 77027 | Pension Consulting | $18,750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,581 | $74,706+247.5% | $75,717+242.8% | $79,393+227.0% |
| Participation rate | 94.9% | 75.3%+19.6pp | 74.8%+20.1pp | 70.7%+24.2pp |
| Annual return | 14.43% | 18.52%-4.1pp | 104.58%-90.2pp | 116.87%-102.4pp |
| Employer contribution / active EE | $5,525 | $2,590+113.3% | $2,743+101.4% | $2,428+127.6% |
| Participant deferral / active EE | $7,275 | $3,533+105.9% | $3,821+90.4% | $4,046+79.8% |
| Admin fee / account holder | $171 | $374-54.5% | $3,619-95.3% | $627-72.8% |