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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 1300 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Advisory (Plan) | $302,587 |
DAVID ROMANO4+ years Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $107,208 |
ISSI4+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $100,490 |
DENA WALTERS4+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $80,856 |
IRIS FERGUSON4+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $76,102 |
DENICE MEIDINGER4+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $66,362 |
WENDY WEISS4+ years Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $63,623 |
TINIA SIMMONS1 year Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $59,620 |
PATRICK FLYNN4+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST SUITE 1000 · HOUSTON, TX 77008 | Legal | $39,621 |
HAPJAC4+ years Service code 49 · EIN 74-1187107 454 LINK ROAD · HOUSTON, TX 77009 | Other Services | $36,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $19,242 | $95,918-79.9% | $151,628-87.3% | $77,906-75.3% |
| Participation rate | 51.3% | 88.7%-37.4pp | 87.5%-36.2pp | 73.7%-22.4pp |
| Annual return | -13.99% | -5.50%-8.5pp | 3.34%-17.3pp | 12.16%-26.1pp |
| Employer contribution / active EE | $596 | $4,330-86.2% | $6,165-90.3% | $2,846-79.1% |
| Participant deferral / active EE | $41 | $7,508-99.4% | $8,363-99.5% | $4,805-99.1% |
| Admin fee / account holder | $552 | $93+491.6% | $11,613-95.2% | $133+316.2% |