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 |
|---|---|---|
DULANEY & COMPANY, INC.3+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE · MIAMI, FL 33176 | Actuarial | $183,600 |
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $82,413 |
ROBERT HARRELL INC.3+ years Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS HWY · AUSTIN, TX 78731 | Pension Consulting | $55,781 |
MARKSTON INTERNATIONAL, LLC3+ years Service code 28 · EIN 13-4053806 50 MAIN STREET · WHITE PLAINS, NY 10606 | Investment Management | $43,677 |
ALBERT LEVY, P.C.3+ years Service code 29 · EIN 75-2653991 2771 N. STEMMONS FREEWAY · DALLAS, TX 75207 | Legal | $36,000 |
BAAB & DENISON, LLP3+ years Service code 29 · EIN 75-2617281 6301 GASTON AVE · DALLAS, TX 75214 | Legal | $36,000 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $31,667 |
C.S. MCKEE, L.P.3+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $17,496 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 11.74% | 12.23%-0.5pp | 10.36%+1.4pp | 13.95%-2.2pp |
| Employer contribution / active EE | $7,255 | $18,059-59.8% | $37,738-80.8% | $16,598-56.3% |
| Participant deferral / active EE | $3,101 | $317+877.3% | $137+2166.2% | $511+506.6% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |