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 |
|---|---|---|
CAPITAL BENEFIT CONSULTANTS2 years Filed as: CAPITAL BENEFIT CONSULTANTS, LLC Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 303261353 | Actuarial | $180,138 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $157,109 |
GRAY ROBINSON9 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $52,301 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Bank Trustee | $31,136 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 17.17% | 8.51%+8.7pp | 10.53%+6.6pp | 8.76%+8.4pp |
| Employer contribution / active EE | $11,718 | $16,216-27.7% | $26,797-56.3% | $16,664-29.7% |
| Participant deferral / active EE | $831 | $1,181-29.7% | $122+580.2% | $948-12.4% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |