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| Provider | Service type | Compensation |
|---|---|---|
LAURA CABALLERO4+ years Filed as: LAURA M GORTON Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $21,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,482 | $65,125-76.2% | $143,797-89.2% | $66,949-76.9% |
| Participation rate | 57.1% | 65.2%-8.1pp | 80.3%-23.2pp | 69.8%-12.7pp |
| Annual return | -18.07% | -11.13%-6.9pp | -0.04%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $2,137 | $2,362-9.5% | $4,952-56.8% | $2,545-16.0% |
| Participant deferral / active EE | $2,593 | $2,920-11.2% | $5,638-54.0% | $4,239-38.8% |
| Admin fee / account holder | $21 | $503-95.8% | $14,679-99.9% | $594-96.4% |