Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMSAL INC2+ years Service code 15 · EIN 75-1761182 4131 N CENTRAL EXPWY SUITE 250 · DALLAS, TX 75204 | Recordkeeping | $70,533 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 26 · EIN 26-4310632 200 CRESCENT COURT, SUITE 900 · DALLAS, TX 75201 | Advisory (Participants) | $60,507 |
IEC GROUP, INC. DBA AMERIBEN2+ years Filed as: IEC GROUP INC (AMERIBEN) Service code 13 · EIN 82-0497661 PO BOX 860007 · PLANO, TX 750860007 | Contract Administrator | $18,000 |
CONNER & WINTERS2+ years Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 808 TRAVIS STREET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $8,382 |
GEARY E. ALLEN, PC2+ years Service code 10 · EIN 75-2566955 15770 DALLAS PARKWAY SUITE 1275 · DALLAS, TX 75248 | Accounting | $8,250 |
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.
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 | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 7.90% | 611.38%-603.5pp | 22.78%-14.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $453 | $2,943-84.6% | $3,574-87.3% | $2,182-79.2% |
| Participant deferral / active EE | $178 | $2,593-93.1% | $3,712-95.2% | $3,356-94.7% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |