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 |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD, SUITE 850 · ATLANTA, GA 30339 | Actuarial | $41,123 |
L B LITTLE, JR1+ years Service code 10 · EIN 75-0355302 11580 REEDER RD · DALLAS, TX 75229 | Accounting | $26,381 |
RTW FINANCIAL ADVISORS1+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY, SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $15,000 |
GEARY E. ALLEN, PC1+ years Service code 10 · EIN 75-2566955 15770 DALLAS PARKWAY, SUITE 1275 · DALLAS, TX 75248 | Accounting | $7,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -1.86% | -2.03%+0.2pp | -1.61%-0.3pp | -7.14%+5.3pp |
| Employer contribution / active EE | $5,030 | $10,054-50.0% | $30,840-83.7% | $14,613-65.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |