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 COMPANY4+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD, SUITE 850 · ATLANTA, GA 30339 | Actuarial | $55,451 |
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $30,000 |
RTW FINANCIAL ADVISORS4+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY, SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $18,000 |
Filed as: ROBIEN, URANN, SPENCER, PICARD... Service code 29 2540 SEVERN AVE, SUITE 400 · METAIRIE, LA 70002 | Legal | $14,710 |
EDWARDS AND LEATHERS, P.C.3 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,110 |
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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.29% | -2.92%-1.4pp | -752.26%+748.0pp | 10.56%-14.9pp |
| Employer contribution / active EE | $6,912 | $9,485-27.1% | $31,802-78.3% | $13,643-49.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |