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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.
Employer 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 | $150,494-86.0% | $199,883-89.5% | $100,573-79.1% |
| Participation rate | 75.3% | 91.1%-15.8pp | 86.8%-11.5pp | 70.9%+4.4pp |
| Annual return | 6.60% | 16.14%-9.5pp | 43.81%-37.2pp | 18.89%-12.3pp |
| Employer contribution / active EE | $1,291 | $5,383-76.0% | $6,261-79.4% | $3,763-65.7% |
| Participant deferral / active EE | $81 | $9,302-99.1% | $9,138-99.1% | $4,921-98.3% |
| Admin fee / account holder | $497 | $162+205.8% | $17,268-97.1% | $454+9.5% |