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 |
|---|---|---|
ERISA SERVICES, INC.1+ years Filed as: ERISA ADMINISTRATORS Service code 13 · EIN 75-2915587 PO BOX 860007 · PLANO, TX 75086 | Contract Administrator | $107,100 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $63,000 |
INDURE FUND1+ years Filed as: INDURE Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $50,089 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $18,098 |
US GROUP PROPERTIES1+ years Service code 28 | Investment Management | $8,620 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,760-100.0% | $123,105-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 86.0%-86.0pp | 86.8%-86.8pp | 69.4%-69.4pp |
| Annual return | 2.33% | 2.93%-0.6pp | 13.22%-10.9pp | 5.51%-3.2pp |
| Employer contribution / active EE | $942 | $3,415-72.4% | $5,151-81.7% | $2,098-55.1% |
| Participant deferral / active EE | $45 | $5,000-99.1% | $6,229-99.3% | $3,265-98.6% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |