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| Provider | Service type | Compensation |
|---|---|---|
DIETRICH & ASSOCIATES1 year Filed as: DIETRICH ANNUITY Service code 16 1000 GERMANTOWN PIKE, SUITE K-1 · PLYMOUTH MEETING, PA 19462 | Consulting | $30,000 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN BROTHERS HARRIMAN Service code 21 · EIN 13-4973745 | Bank Trustee | $22,730 |
Service code 11 · EIN 04-2530412 | Actuarial | $13,095 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $249,316-100.0% | $249,316-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 59.4%-59.4pp | 34.1%-34.1pp |
| Annual return | 3.77% | 10.75%-7.0pp | 10.61%-6.8pp | 13.02%-9.3pp |
| Employer contribution / active EE | $0 | $33,663-100.0% | $31,160-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $24-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,819-100.0% | $1,819-100.0% | $39,117-100.0% |