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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $174,458 |
DAVID ROMANO2+ years Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $101,227 |
DENA WALTERS2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $76,623 |
IRIS FERGUSON2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $74,088 |
ISSI2+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Consulting | $71,024 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 80-0292839 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $69,734 |
DENICE MEIDINGER2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $64,455 |
WENDY WEISS2+ years Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $62,232 |
TANIA WILLIAMS-JORDAN2+ years Filed as: TANIA SIMMONS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $56,711 |
GARCIA HAMILTON & ASSOCIATES2+ years Filed as: GARCIA HAMILTON & ASSOCIATES LP Service code 27 | Advisory (Plan) | $43,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $14,962 | $110,699-86.5% | $177,840-91.6% | $90,274-83.4% |
| Participation rate | 57.5% | 88.3%-30.8pp | 87.7%-30.2pp | 73.4%-15.8pp |
| Annual return | 1.79% | 22.79%-21.0pp | 48.32%-46.5pp | 53.97%-52.2pp |
| Employer contribution / active EE | $545 | $4,118-86.8% | $5,919-90.8% | $2,523-78.4% |
| Participant deferral / active EE | $26 | $6,731-99.6% | $7,714-99.7% | $4,231-99.4% |
| Admin fee / account holder | $238 | $90+164.6% | $12,431-98.1% | $114+108.9% |