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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD · ATLANTA, GA 30339 | Actuarial | $46,228 |
BENEFIT RESOURCES, INC.4 years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $32,500 |
RTW FINANCIAL ADVISORS5+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY · DALLAS, TX 75254 | Advisory (Plan) | $18,020 |
EDWARDS AND LEATHERS, P.C.4 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $11,140 |
Service code 29 2540 SEVERN AVE · METAIRIE, LA 70002 | Legal | $8,079 |
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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 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 16.98% | 10.76%+6.2pp | 10.56%+6.4pp | 13.59%+3.4pp |
| Employer contribution / active EE | $6,892 | $10,184-32.3% | $30,197-77.2% | $14,592-52.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |