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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD SUITE 850 · ATLANTA, GA 30339 | Actuarial | $49,600 |
Service code 29 2540 SEVERN AVE SUITE 400 · METAIRIE, LA 70002 | Legal | $20,637 |
RTW FINANCIAL ADVISORS6+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $16,866 |
EDWARDS AND LEATHERS, P.C.5 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $10,000 |
BENEFIT RESOURCES, INC.5 years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $3,000 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 10.49% | 9.38%+1.1pp | 8.01%+2.5pp | 9.29%+1.2pp |
| Employer contribution / active EE | $5,980 | $9,605-37.7% | $29,475-79.7% | $15,168-60.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |