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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1300 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Advisory (Plan) | $317,110 |
DAVID ROMANO7+ years Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $125,997 |
ISSI7+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $104,698 |
DENICE MEIDINGER7+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $71,642 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $70,000 |
WENDY WEISS7+ years Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $69,351 |
TINIA SIMMONS4 years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $69,339 |
SAMANTHA SCHROFF4 years Filed as: SAMANTHA ADKINSON Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $64,929 |
HAPJAC7+ years Service code 49 · EIN 74-1187107 454 LINK ROAD · HOUSTON, TX 77009 | Other Services | $36,000 |
PATRICK FLYNN7+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST SUITE 1000 · HOUSTON, TX 77008 | Legal | $31,472 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,058 | $85,660-75.4% | $256,809-91.8% | $85,660-75.4% |
| Participation rate | 75.3% | 74.8%+0.5pp | 88.5%-13.2pp | 74.8%+0.5pp |
| Annual return | 6.60% | 19.52%-12.9pp | 32.73%-26.1pp | 19.52%-12.9pp |
| Employer contribution / active EE | $1,291 | $4,199-69.3% | $7,263-82.2% | $4,199-69.3% |
| Participant deferral / active EE | $81 | $3,518-97.7% | $9,520-99.1% | $3,518-97.7% |
| Admin fee / account holder | $497 | $224+121.9% | $25,146-98.0% | $224+121.9% |