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 COMPANY3+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD, · ATLANTA, GA 30339 | Actuarial | $44,482 |
BENEFIT RESOURCES, INC.2 years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $30,000 |
Filed as: ROBIEN, URANN, SPENCER, PICARD... Service code 29 2540 SEVERN AVE · METAIRIE, LA 70002 | Legal | $21,041 |
RTW FINANCIAL ADVISORS3+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY · DALLAS, TX 75254 | Advisory (Plan) | $15,750 |
EDWARDS AND LEATHERS, P.C.2 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,310 |
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 12.38% | 9.14%+3.2pp | 8.32%+4.1pp | 10.41%+2.0pp |
| Employer contribution / active EE | $6,382 | $9,384-32.0% | $30,793-79.3% | $14,691-56.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |