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| Provider | Service type | Compensation |
|---|---|---|
LAURA CABALLERO3+ years Filed as: LAURA M GORTON Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $18,354 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,208 | $61,172-75.1% | $185,851-91.8% | $79,389-80.8% |
| Participation rate | 73.3% | 66.6%+6.7pp | 81.7%-8.4pp | 70.7%+2.6pp |
| Annual return | 32.21% | 19.45%+12.8pp | 122.11%-89.9pp | 116.89%-84.7pp |
| Employer contribution / active EE | $2,254 | $2,321-2.9% | $5,168-56.4% | $2,428-7.1% |
| Participant deferral / active EE | $2,485 | $2,788-10.9% | $5,569-55.4% | $4,046-38.6% |
| Admin fee / account holder | $16 | $710-97.8% | $16,245-99.9% | $626-97.5% |