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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 2727 PACES FERRY RD SE BLDG 1 · ATLANTA, GA 303397200 | Actuarial | $54,781 |
BENEFIT RESOURCES, INC.2 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $30,000 |
RTW FINANCIAL ADVISORS1 year Filed as: RTW RINANCIAL ADVISORS Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $18,000 |
Service code 29 · EIN 72-0999672 2540 SEVERN AVE SUITE 400 · METAIRIE, LA 70002 | Legal | $13,767 |
EDWARDS AND LEATHERS, P.C.7 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $10,000 |
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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 | $36,148-100.0% | $164,721-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 21.0%-21.0pp | 9.9%-9.9pp |
| Annual return | -12.93% | -4.92%-8.0pp | -5.84%-7.1pp | -5.25%-7.7pp |
| Employer contribution / active EE | $9,422 | $10,994-14.3% | $31,839-70.4% | $15,161-37.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $436-100.0% | $1,000-100.0% | $3,859-100.0% |