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 |
|---|---|---|
BENEFIT RESOURCES, INC.10+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,581 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $60,625 |
RBC WEALTH MANAGEMENT6 years Filed as: RBC CAPITAL MARKETS Service code 20 · EIN 41-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Trustee (individual) | $38,086 |
HARPER & PEARSON COMPANY, P.C.10+ years Filed as: HARPER PEARSON Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1000 · HOUSTON, TX 77056 | Accounting | $23,000 |
CONNER & WINTERS10+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $10,383 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,981-100.0% | $490,217-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 15.3%-15.3pp |
| Annual return | 4.67% | 8.88%-4.2pp | 7.21%-2.5pp | 9.75%-5.1pp |
| Employer contribution / active EE | $4,999 | $15,038-66.8% | $39,652-87.4% | $13,830-63.9% |
| Participant deferral / active EE | $0 | $0 | $95-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $28,496-100.0% | $2,810-100.0% |